Senior Specialist - Commercial Client Relationships

Fulton Bank • Parsippany, NJ

1d • Hybrid

About The Position

This is a hybrid role working 3 days in the office, with the option of 2 days remote post-training. The role will be supporting our Commercial Sales team and be based out of Parisippany, NJ. Training travel may be required. Additional travel required up to 1-2 days per month. This senior role supports the Commercial Sales Team by performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a comprehensive client relationship. Requires superior organizational skills, attention to detail, and the ability to manage multiple high-priority tasks independently in a fast-paced environment. This role also demands a high level of discretion and confidentiality.

Requirements

• High School Diploma or equivalent. Specialty: general studies.
• 5 or more years administration in a financial institution or sales environment.
• Superior communication and interpersonal skills
• Ability to work independently and collaboratively within a team
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• High level of accuracy and attention to detail
• Advanced knowledge of sales tasks, tools, and procedures

Nice To Haves

• Bachelor's Degree or the equivalent experience. Specialty: business or related field.
• 7 or more years commercial bank sales support or similar senior role.

Responsibilities

• Lead the development of proposals, pitchbooks, and other sophisticated marketing materials for client presentations and business development efforts.
• Coordinate and oversee internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively and efficiently.
• Facilitate complex customer on-boarding and commercial deposit account opening processes.
• Provide exceptional client service by responding to account inquiries, processing overdrafts, and handling fee refunds as needed.
• Facilitate transfer requests, wire transactions, and other payment-related processes with a high degree of accuracy and compliance with financial regulations.
• Support sponsorships and contributions for community events, ensuring compliance with financial institution policies.
• Develop, implement, and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards.
• Assist with printing, scanning, and document processing as needed for internal and client-related projects.
• Lead the planning and coordination of internal events and community connectivity activities, including logistics, invitations, and vendor arrangements.
• Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
• Provide mentorship and training to junior team members, fostering a collaborative and supportive team environment.
• Act as a liaison between the Commercial Sales Team and other departments to streamline processes and improve communication.
• Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.

Benefits

• medical plans with prescription drug coverage
• flexible spending account or health savings account depending on the medical plan chosen
• dental and vision insurance
• life insurance
• 401(k) program with employer match
• Employee Stock Purchase Plan
• paid time off programs including holiday pay and paid volunteer time
• disability insurance coverage
• maternity and parental leave
• adoption assistance
• educational assistance
• wellness program with financial incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED