U.S. Bank Commercial Sales Support Banker in CLEVELAND, Ohio
The Sales Support Banker is a sales-and marketing-oriented support role which also entails execution of other client service/support activities, working directly with Relationship Managers, Portfolio Managers, and other internal and external individuals. Requires exposure to management and product partners both within and outside the Commercial Banking business line. Works at the direction of the Sales Support Manager with responsibility to enhance the relationship building activities of RMs and PMs .
Plans and executes sales process support activities to include call scheduling, pre-call planning, and Customer Relationship Management (CRM) system maintenance and updates.
Performs research in support of marketing activities focused on client/prospect, industry, market, geography, and other RM-specified data.
Routinely attends RM and PM sales meetings. Coordinates and manages team events and special sales projects.
Supports proposal processes which may include coordination with product partners, Corporate Marketing, and other proposal support services (including the Sales Resource Center
Uses familiarity with and knowledge of bank departments, products, and services to recognize cross-selling opportunities and offer additional product options to address client needs, act upon sales referrals, assist to ensure optimum mix of products and services, and ultimately maintain and expand relationships.
Responds to customer account inquiries and routes to the appropriate support team(s) for resolution. May complete specialized maintenance, research and projects as directed by Manager. May draft letters to customers and prospects and handle marketing and sales related communications.
Complete custom and standard reporting requests for Commercial Banking team. Reviews reports for accuracy and compliance and takes action to update systems or make other corrections.
May prepare for quarterly audit and ensure that procedures are being followed. Maintains reporting during the sales process for regulatory and compliance purposes. Sets up/maintains client files and/or computer databases in compliance with all applicable company, business line, and department standards. Ensures that there are appropriate records of due diligence during the sales process, including the ordering of appraisals, flood approval codes, and KYC requirements for loan-only customers. Maintains the security and integrity of all files/databases.
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures by handing off to Commercial Customer Service for execution and assisting to obtain necessary documentation from customer when needed.
Supports and ensures compliance of daily credit decisions required of the RMs/PMs relating to overdrafts, daylight overdrafts, and ACH file suspensions. May include Credit Authority to approve without RM/PM involvement (subject to Credit Admin approval).
At the direction of RMs/PMs completes pricing exception e-forms and annual reviews, OBP code changes and annual reviews, officer changes, RPMS corrections, and other exceptions relating to pricing rates, and fee waivers. Orders various credit reports and UCC searches.
May monitor timely approval of expiring credit facilities including loan commitments, letters of credit, and ACH limits. Research and correct past due loan activity. Assist PMs with account and/or loan history for annual reviews.
Your Career is Here.
- Two to four years of experience in financial services industry
Excellent verbal, written, and interpersonal communication skills
Excellent customer service and problem resolution skills
Proficient computer skills, especially Microsoft Office/PowerPoint applications
Experience with department-specific systems
Thorough knowledge of departmental and bank products and services
Job: Relationship Management
Primary Location: Ohio-OH-Cleveland
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 170034824
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.