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Commercial Client Relationships Specialist
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Company Location
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Salary
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Value Proposition:
Core working hours must be between 8 am -5 pm.
Qualifications:
Associate Degree or the equivalent experience. Specialty: business. (Preferred)
5 or more years commercial bank sales support. (Preferred)
Other Duties as Assigned by Manager:
The hourly rate for this position is $19.90 - $31.44.
Benefits:
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 role is a part-time, 20-hour per week, hybrid that can sit anywhere within our 5 state footprint post training.
Core working hours must be between 8 am -5 pm.
This role will support our Strategic Assets Management (SAM) team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality.
Responsibilities:
- Assist with the development of reports for client meetings.
- Coordinate internal meetings, appointments, and travel arrangements for the Strategic Assets Management (SAM) team, ensuring all logistical details are managed effectively.
- Assist with customer on-boarding and commercial deposit account opening.
- Answer and route phone calls. Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations.
- Develop 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, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries.
- Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
- Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.
- Track progress of projects, portfolios, and tasks via data managemet tools.
Qualifications:
Education
High School Diploma or equivalent. Specialty: general studies. (Required)
Associate Degree or the equivalent experience. Specialty: business. (Preferred)
Experience
3 or more years administration in financial institution or sales environment. (Required)
5 or more years commercial bank sales support. (Preferred)
Knowledge, Skills, and Abilities
- Excellent 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)
- Ability to process information with high level of accuracy and attention to detail (Required)
- Knowledge of sales tasks, tools and procedures (Required)
Other Duties as Assigned by Manager:
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency:
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $19.90 - $31.44.
Benefits:
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
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. 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.
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