Commercial Support Specialist - West Palm Beach or Naples in Naples

Commercial Support Specialist - West Palm Beach or Naples
Bank of America Corporation
Naples FL USA

Job Details

Updated on 2019-05-23

Job Description:

Serves as primary partner and analysis resource for relationship managers in the management of their portfolio.  Analyzes and offers client deepening opportunities, identifies potential revenue run-off or increases and makes appropriate recommendations.  Coordinates Client Management Process (CMP) activities including weekly or monthly team meetings, regular updates to the Client Action Plans, pre-call planning and client planning session preparation. Produces effective industry, prospecting, and client research for use in the sales process, and assists client team with sales presentation content. Maintains primary responsibility for Navigator coverage including deal team participants, client contact info, deal pipeline, industry/legal codes, and systems of record linkages with efficient timeliness, completeness and accuracy.  Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities. Executes national and regional initiatives (ex. Client Survey Contact, Pipeline exceptions), self-identified audit issues, AML/KYC refresh, remediation projects and supports annual client migration. Manages risk activities related to wires, check fraud, overdraft/ uncollected funds and serves as point of contact for overdraft monitoring and escalations.

Required Skills:

• Possesses an awareness and understanding of the bank and operational aspects of

  the products and services used by clients

•Demonstrates solid business acumen and data analytic abilities in support of sales activities

• Must demonstrate strong interpersonal and overall communication skills (written and verbal)

• Must demonstrate the ability to manage time and varying work

• Must demonstrate strong collaboration and teaming skills

• Must demonstrate a strong client focus

•  Bachelors/Undergraduate degree preferred

Desired Skills: 

•  Knowledge of Global Commercial Banking businesses and CMP

•  Strong analytical skills

•  Strong proficiency with Microsoft office (Excel, Word, PowerPoint)

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Commercial Support Specialist - West Palm Beach or Naples
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