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Commercial Support Specialist - Commercial Banking - Hartford

Hartford

Job Description:

• 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.
• 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.

Qualifications:
• Undergraduate Degree preferred
• 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 a plus.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

• 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.
• 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.

Qualifications:
• Undergraduate Degree preferred
• 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 a plus.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22045115

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Cindy Chae

Referral Bonus:

0

Connecticut pay and benefits information

Connecticut pay range:

$ 28.00 - $ 39.50 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
185 ASYLUM ST, CT, Hartford, 06103