Sales Support Associate - Business Banking - Sterling Heights MI

Job description

Job description

Job Description:

Responsible for supporting the Sales, Client Satisfaction and Fulfillment, and Compliance/Operational processes for multiple Client Development Group (CDG) portfolios. Position reports to Sales Support Manager. Regularly interacts with clients within the context of the client management process, identifies unmet client needs, and supports achievement of team or market goals in client delight and retention, non-credit loss prevention, and revenue growth. Serves as the initial point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the service center, and as a liaison assisting clients with navigating the bank and interacting with various client team business partners and support centers.

Responsibilities include:
•Ensuring client relationship data integrity (accuracy, completeness, and timeliness of key data elements within LEO, Navigator, including pipeline, and systems of record)
•Coordination and execution of Client Management Process
•Pulse call execution - proactive client calls to gauge client satisfaction, identify cross sale opportunities, and increase client delight
•Operational Excellence - ensures execution and compliance of Deposit Management, Overdraft management, Fraud management and Exception Wire processes

Desired profile

Required skills
- PC Proficient in Office Suite.
- Excellent written and verbal communication skills.
- Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients.
- Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills.
- Ability to multi-task and support various priorities are required.
Desired skills
- Posses a combination of banking center leadership or Commercial or Business Banking or Premier relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience.

- College degree preferred