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Commercial Associate - Business Banking - New York

New York, New York

Job Description:

Commercial Associate I – Business Banking

Summary:

  • Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings
  • Develop strategies to grow business in the market using portfolio analytics and sales tools
  • Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines
  • Act as a client advisor using insights and recommendations to grow the client’s business

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting
  • Propagate industry knowledge across the market to apply learnings to multiple clients
  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information
  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation
  • Leverage pre call planning tools to ensure consistency and execution of calling practices
  • Support Executive calling pre call planning

Market Strategy

Supports the Market Executive and Relationship Managers in a market strategy to grow the business. 

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan
  • Creates inspection routines that drive activities to growth
  • Develops best practices to share across the market and region
  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market
  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area
  • Executive Presence both internally to all levels of the firm and externally for client presentations
  • Ability to think strategically and build strategic plans for market growth
  • Outstanding communication skills, both written and verbal
  • Deep knowledge of sales tools, systems, and processes to support the client and client team
  • Deep knowledge of Business Banking and the clients/products
  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word
  • Organize routines for the Client Team that foster client engagement
  • Cultivates relationships across the market to collaborate on growth strategies

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Commercial Associate I – Business Banking

Summary:

  • Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings
  • Develop strategies to grow business in the market using portfolio analytics and sales tools
  • Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines
  • Act as a client advisor using insights and recommendations to grow the client’s business

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting
  • Propagate industry knowledge across the market to apply learnings to multiple clients
  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information
  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation
  • Leverage pre call planning tools to ensure consistency and execution of calling practices
  • Support Executive calling pre call planning

Market Strategy

Supports the Market Executive and Relationship Managers in a market strategy to grow the business. 

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan
  • Creates inspection routines that drive activities to growth
  • Develops best practices to share across the market and region
  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market
  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area
  • Executive Presence both internally to all levels of the firm and externally for client presentations
  • Ability to think strategically and build strategic plans for market growth
  • Outstanding communication skills, both written and verbal
  • Deep knowledge of sales tools, systems, and processes to support the client and client team
  • Deep knowledge of Business Banking and the clients/products
  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word
  • Organize routines for the Client Team that foster client engagement
  • Cultivates relationships across the market to collaborate on growth strategies

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21047836

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Sylvia Sanchez

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036