Senior Specialist - Commercial Client Relationships
1 day ago
Parsippany-Troy Hills
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 Parisippany, NJ. 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. 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. High School Diploma or equivalent. Specialty: general studies. (Required) Bachelor's Degree or the equivalent experience. Specialty: business or related field. (Preferred) 5 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) 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) 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. 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 $24.81 - $41.35. 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. 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. 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.
