Specialist - Commercial Client Relationships

Fulton Financial Corporation-posted 25 days ago
$20 - $31/Yr
Full-time • Entry Level
Hybrid • Bridgewater, NJ
1,001-5,000 employees
Credit Intermediation and Related Activities
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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.
  • 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)
  • Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes 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. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
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