Description

Summary:

The Commercial Banking Delivery Specialist administers multiple functions for the Commercial Lending team, including providing sales, client and other administrative support, arranging meetings, creating reports, and completing delegated tasks.

Duties & Responsibilities:

• Provides administrative support for four to six managers (including one lead manager) and/or credit officers by
• Scheduling internal and external meetings in Outlook
• Setting up conference calls
• Managing daily calendar of lead manager
• Maintaining up-to-date contact cards in Outlook
• Completing expense reports
• Making travel reservations
• Uploading approval, portfolio review, criticized asset reports and other presentation materials to SharePoint
• Distributing reports and other reference materials as needed
• Coordinating mixers/meetings
• Onboarding new colleagues
• Completing ServiceNow Tickets
• Maintaining Business Continuity Plan
• Scanning, copying, faxing
• Maintaining copiers/scanners/printers
• Ordering supplies
• Sorting and distributing mail
• Supports sales efforts of managers and their respective teams by
• Inputting prospects, opportunities and referrals into MAX Salesforce, changing statuses as needed to keep information accurate and current (as primary or back up)
• Managing proper relationship assignments in MAX Salesforce, ensuring proper parent/child alignment and appropriate relationship manager and team assignment (as primary or backup)
• Logging call reports into MAX Salesforce (as primary or backup)
• Creating Credit Compliance Monitoring Forms in MAX Salesforce
• Preparing various weekly reports using MAX Salesforce data (as primary or backup)
• Researching prospects using Avention software and assisting with the development of prospect lists (as primary or backup)
• Preparing meeting agendas and sales materials as needed (as primary or backup)
• Coordinating Product Partner interactions and reporting on behalf of team lead
• Working with Proposal Direct and Deal Management to assist in the preparation of pitch books and sales decks, as needed
• Scheduling treasury management relationship annual reviews between Relationship Manager and Treasury Management Sales Advisor (as primary or backup)
• Assisting with the preparation and maintenance of relationship summaries (as primary or backup)
• Creates and distributes reports, including
• Internal meeting agendas and attachments
• Weekly workload report
• Profitability reports from OnePoint, sorted by manager and team member
• Monthly portfolio lists from AFS, sorted by manager and by team member
• Internal colleague/partner phone list
• Other reports, compiled from a variety of sources, as needed
• Handles various tasks on behalf of managers and their respective teams, such as
• Answering client questions
• Performing customer service related tasks
• Working with internal partners
• Working as a team with other Commercial Banking Delivery Specialists in department, providing backup as needed
• Provides additional customer support on behalf of manager's team by
• Preparing Deposit Account Control Agreement Questionnaires and following the DACA process through completion, which includes working with attorneys and clients
• Assisting the relationship managers for timely completion of Know Your Customer and Know Your Account Forms for new accounts
• Backing up loan closer by printing and organizing execution copies of closing documents as needed
• Tracking fees charged to cost center on behalf of client (appraisal and other) and work with team to pursue reimbursement from client (as primary or backup)
• Performs other duties as assigned

Basic qualifications:

• 1-3 years' experience
• High School Diploma

 Preferred qualifications:

• 3-5 years of experience in Commercial Banking is preferred
• Competency in Microsoft Word, Excel and PowerPoint is strongly preferred
• Ability to effectively communicate with clients, colleagues and all levels of management
• Desire to provide excellent service to both internal and external clients
• Strong organizational skills, including the ability to multi-task