Senior Commercial Client Relationships Specialist in Hunt Valley, Maryland at Fulton Bank
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Job Description
Category: Commercial Banking
# of Openings: 1
Position Type (Portal Searching): Full-Time
International Bldg
Baltimore
FLSA Status: Non-Exempt
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a hybrid role working 3 days in the office, with the option of 2 days remote post-training. The role will be supporting our Commercial Sales team and be based out of Hunt Valley, MD.
Training travel may be required. Additional travel required up to 1-2 days per month.
This senior role supports the Commercial Sales Team by performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a comprehensive client relationship. Requires superior organizational skills, attention to detail, and the ability to manage multiple high-priority tasks independently in a fast-paced environment. This role also demands a high level of discretion and confidentiality.
Responsibilities
- Lead the development of proposals, pitchbooks, and other sophisticated marketing materials for client presentations and business development efforts.
- Coordinate and oversee internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively and efficiently.
- Facilitate complex customer on-boarding and commercial deposit account opening processes.
- Provide exceptional client service by responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes with a high degree of accuracy and compliance with financial regulations.
- Support sponsorships and contributions for community events, ensuring compliance with financial institution policies.
- Develop, implement, 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.
- Lead the planning and coordination of internal events and community connectivity activities, including logistics, invitations, and vendor arrangements.
- Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
- Provide mentorship and training to junior team members, fostering a collaborative and supportive team environment.
- Act as a liaison between the Commercial Sales Team and other departments to streamline processes and improve communication.
- Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.
Qualifications
Education
High School Diploma or equivalent. Specialty: general studies. (Required)
Bachelor's Degree or the equivalent experience. Specialty: business or related field. (Preferred)
Experience5 or more years administration in a financial institution or sales environment. (Required)
7 or more years commercial bank sales support or similar senior role. (Preferred)
Knowledge, Skills, and Abilities- Superior 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)
- High level of accuracy and attention to detail (Required)
- Advanced knowledge of sales tasks, tools, and procedures (Required)
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.