Specialist - Commercial Client Relationships

Fulton Bank-posted 10 days ago
$20 - $31/Yr
Full-time • Entry Level
Hybrid • Bridgewater, NJ
1,001-5,000 employees
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Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion . We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a hybrid role working 3 days in the office, 2 days possible work from home post-training. The role will be supporting our Commerical Real Estate team and be based out of our Bridgewater Building, NJ location . Core working hours 8 am -5 pm, or 8:30 am - 5 pm or 8 am -4:30 pm. This role supports the Commercial Sales Team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality.

  • Assist with the development of proposals, pitchbooks, and other marketing materials for client presentations and business development efforts.
  • Coordinate internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively.
  • Assist with customer on-boarding and commercial deposit account opening.
  • Answer and route phone calls.
  • Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed.
  • Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations.
  • Support sponsorships and contributions for community events, ensuring compliance with financial institution policies.
  • Develop 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, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries.
  • Plan and coordinate 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.
  • Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.
  • Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
  • High School Diploma or equivalent. Specialty: general studies. (Required)
  • 3 or more years administration in financial institution or sales environment. (Required)
  • Excellent 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)
  • Ability to process information with high level of accuracy and attention to detail (Required)
  • Knowledge of sales tasks, tools and procedures (Required)
  • Associate Degree or the equivalent experience. Specialty: business. (Preferred)
  • 5 or more years commercial bank sales support. (Preferred)
  • 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 and Employee Stock Purchase Plan
  • paid time off programs including holiday pay and paid volunteer time
  • disability insurance coverage and maternity and parental leave
  • adoption assistance
  • educational assistance and a robust wellness program with financial incentives
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