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Commercial Support Specialist - Sales-Dallas

Dallas, Texas

Job Description:

The Commercial Support Specialist Sales (CSS Sales)  role is designed to serve as the primary partner for relationship managers in the management of their portfolio. The CSS Sales role is an integral member of the core Client team, working with internal partners in support of Sales Process, Portfolio Management and Risk Mitigation for multiple GCB client teams. The CSS Sales  role supports the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition and client relationship deepening.

  • Coordinates GCB Sales Process activities including content for routine client team meetings, client and prospect contact strategy development, regular updates to the Client Action Plans and pre-call planning preparation.
  • Assist in enhancing existing relationships and identifying opportunities for client deepening through proactive analytic activities leveraging sales tools and dashboards.
  • Monitors and reviews clients and prospects calling activity with RMs
  • Tracks GCB sales process action plans for clients and prospects including follow up with solution partners (Treasury, Merchant, Equipment Finance, Financial Life Benefits)
  • Conducts partner outreach on simple cross-sale opportunities
  • Provides industry, prospecting and client research to client teams for use in enhancing existing relationships and identifying growth opportunities; assists with production and packaging of sales presentation materials.
  • Owns and manages accuracy of information within the client relationship management system including segmentation scores, sales size, industry/legal codes, prospect status, client contact info, deal team participants, client satisfaction survey contacts, calling & pipeline activities and systems of record linkages.
  • Executes national and regional requests including self-identified audit issues, remediation projects and list management efforts.
  • Manages risk activities related to exception wires, fraud, timely remediation of overdrafts and uncollected funds. Serves as point of contact for overdraft monitoring and escalations

Required Skills:

  • Strong aptitude for strategic and critical thinking with the ability to connect analytical work to the client needs and strategic objectives; client focused
  • Strong business and financial acumen; familiarity with commercial banking a plus
  • Proven organizational skills and ability to execute tasks and projects independently
  • Efficiently able to meet deadlines while balancing competing demands of multiple internal partners
  • Must demonstrate strong interpersonal, collaboration and communication skills.
  • Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills

Desired Skills:

  • Undergraduate Degree preferred

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Commercial Support Specialist Sales (CSS Sales)  role is designed to serve as the primary partner for relationship managers in the management of their portfolio. The CSS Sales role is an integral member of the core Client team, working with internal partners in support of Sales Process, Portfolio Management and Risk Mitigation for multiple GCB client teams. The CSS Sales  role supports the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition and client relationship deepening.

  • Coordinates GCB Sales Process activities including content for routine client team meetings, client and prospect contact strategy development, regular updates to the Client Action Plans and pre-call planning preparation.
  • Assist in enhancing existing relationships and identifying opportunities for client deepening through proactive analytic activities leveraging sales tools and dashboards.
  • Monitors and reviews clients and prospects calling activity with RMs
  • Tracks GCB sales process action plans for clients and prospects including follow up with solution partners (Treasury, Merchant, Equipment Finance, Financial Life Benefits)
  • Conducts partner outreach on simple cross-sale opportunities
  • Provides industry, prospecting and client research to client teams for use in enhancing existing relationships and identifying growth opportunities; assists with production and packaging of sales presentation materials.
  • Owns and manages accuracy of information within the client relationship management system including segmentation scores, sales size, industry/legal codes, prospect status, client contact info, deal team participants, client satisfaction survey contacts, calling & pipeline activities and systems of record linkages.
  • Executes national and regional requests including self-identified audit issues, remediation projects and list management efforts.
  • Manages risk activities related to exception wires, fraud, timely remediation of overdrafts and uncollected funds. Serves as point of contact for overdraft monitoring and escalations

Required Skills:

  • Strong aptitude for strategic and critical thinking with the ability to connect analytical work to the client needs and strategic objectives; client focused
  • Strong business and financial acumen; familiarity with commercial banking a plus
  • Proven organizational skills and ability to execute tasks and projects independently
  • Efficiently able to meet deadlines while balancing competing demands of multiple internal partners
  • Must demonstrate strong interpersonal, collaboration and communication skills.
  • Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills

Desired Skills:

  • Undergraduate Degree preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21081967

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Sung Chae

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202