Commercial Client Relationships Specialist
US-NJ-Mt Laurel
Careers
Req #: 22936
Type: Part-Time
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Overview: This role is a part-time, 20-hour per week, hybrid that can sit anywhere within our 5 state footprint post training. Core working hours must be between 8 am -5 pm. This role will support our Strategic Assets Management (SAM) 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 reports for client meetings. * Coordinate internal meetings, appointments, and travel arrangements for the Strategic Assets Management (SAM) 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. * 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. * 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. * Track progress of projects, portfolios, and tasks via data managemet tools. 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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