COMMERCIAL SUPPORT SPECIALIST- HENFP-CHARLOTTE

Commercial Support Specialist- HENFP-Charlotte

Charlotte, North Carolina Additional locations See less Posted 02 / 23 / 22 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 :

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

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