Commercial Client Relationships Specialist
US-MD-Columbia
Careers
Req #: 22273
Type: Full-Time
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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 the Bell Building in Columbia, MD. 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. Responsibilities: * 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. Qualifications: Education High School Diploma or equivalent. Specialty: general studies. (Required) Associate Degree or the equivalent experience. Specialty: business. (Preferred) Experience 3 or more years administration in financial institution or sales environment. (Required) 5 or more years commercial bank sales support. (Preferred) Knowledge, Skills, and Abilities * 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)
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