Commercial Support Specialist-GCB, Middle Market Banking-Phoenix - Bank of America - Phoenix, AZ

Commercial Support Specialist-GCB, Middle Market Banking-Phoenix - Bank of America - Phoenix, AZ -

Serves as main useful resource for Navigator protection and deal groups, shopper contact information, deal pipeline, business/authorized codes, and techniques of document linkages timeliness, completeness and accuracy. Executes nationwide and regional requests (ex. Shopper Survey Contact, Pipeline exceptions), self recognized audit points, AML/KYC refresh, remediation tasks (ex. Digital vault, constructive pay/legal responsibility letter) and helps annual shopper migration. Coordinates Shopper Administration Course of (CMP) actions together with month-to-month staff conferences, common updates to the Shopper Motion Plans, pre-name planning and PAM session preparation. Supplies business, prospecting, and shopper analysis packaging and manufacturing help to the shopper groups to be used within the sales course of and help with sales presentation content material. Has main duty for Buyer Due Diligence processes by making certain well timed and correct compliance to coverage and regulatory necessities associated to Anti-Cash Laundering, Cash Providers Companies, different excessive danger indicators or industries, and associated Know-Your-Shopper actions. Manages danger actions associated to wires, examine fraud, overdraft/ uncollected funds and serves as level of contact for overdraft monitoring and escalation wires. Possesses a robust shopper focus and consciousness and understanding of the bank and operational features of the services utilized by shoppers. Should additionally possess good interpersonal, communication, time management and teaming expertise.

Required Expertise: “Should” have these expertise to be minimally certified.

Should possess robust shopper focus and customer support expertise, direct shopper contact expertise, wonderful interpersonal, communication, presentation, group and PC expertise. Confirmed potential to multi-activity and stability calls for of shopper groups, shoppers, and product companions. Most certified candidates possess a mixture of common banking information, management expertise, and business banking information, in addition to Credit score and/or Treasury sales, servicing, or operations management expertise.

Posses wonderful written and verbal communication expertise

Robust organizational expertise, capability to execute duties and tasks effectively and meet deadlines

Proficient with Microsoft packages together with Phrase, Excel, PowerPoint, and Outlook

Desired Expertise:
Familiarity with bank merchandise, providers, operations, techniques, insurance policies, procedures for enterprise/company shoppers.

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