Senior Specialist - Commercial Client Relationships
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. (Required)
- 5 or more years administration in a financial institution or sales environment. (Required)
- Superior communication and interpersonal skills (Required)
- Ability to work independently and collaboratively within a team (Required)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (Required)
- High level of accuracy and attention to detail (Required)
- Advanced knowledge of sales tasks, tools, and procedures (Required)
Nice To Haves
- Bachelor's Degree or the equivalent experience. Specialty: business or related field. (Preferred)
- 7 or more years commercial bank sales support or similar senior role. (Preferred)
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
- a robust wellness program with financial incentives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
