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Global Commercial Banking
Chicago, Illinois, United States (on-site)
6 hours ago

Description

Global Commercial Banking

Client Relationship & Advisor

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:
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.

Job Band:
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

Job Information

  • Job ID: 65887717
  • Workplace Type: On-Site
  • Location:
    Chicago, Illinois, United States
  • Position Title: Commercial Support Specialist - Sales-Chicago
  • Company Name For Job: Global Commercial Banking
  • Job Function: Sales/Business Development
  • Job Type: Full-Time
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