Description

This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio.

Key responsibilities include working with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams and supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening.

Job expectations may include leading core sales routines and analytics.

Responsibilities :

• Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
• Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts
• Owns, ensures, and manages accuracy of information within the client relationship management system
• Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts

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

Skills :

• Attention to Detail
• Collaboration
• Influence
• Problem Solving
• Risk Management
• Business Acumen
• Business Development
• Business Process Analysis
• Client Experience Branding
• Data Collection and Entry
• Business Analytics
• Customer Experience Improvement
• Data Visualization
• Project Management
• Sales Performance Management

Shift :

1st shift (United States of America)

Hours Per Week :

Last updated : 2024-04-24