Commercial Banking Relationship & Analytics Specialist

Jobtailor; Illinois; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Illinois seeks a client relationship management professional to partner with banking teams, manage portfolios, and mitigate risk across Global Commercial Banking client initiatives.

You will coordinate sales activities, perform data-driven analytics with Tableau and CRM tools, support new client acquisition and client retention, and help deepen relationships while ensuring compliance with banking regulations.

Qualifications

• Experience in banking, financial services or sales support roles.
• Understanding of bank products, services operations, systems and policies for business and commercial clients.
• Ability to analyze data, identify trends and make recommendations based on data insights.
• Critical-thinking to determine solutions and experiences to improve clients’ financial lives.
• Ability to build strong client relationships through effective communication and collaboration.

Responsibilities

• Serve as the primary partner for relationship management teams in managing their portfolio.
• Support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking client teams.
• Support team goals involving client delight and retention, risk mitigation, new client acquisition, and client relationship deepening.
• Coordinate sales process activities, including contact strategies, client meeting planning, presentation materials, action-plan tracking, and collaboration with solutions partners.
• Use analytics and sales tools to research industries, clients, and prospects.
• Conduct proactive analytics to enhance existing relationships and identify opportunities to deepen client relationships.
• Lead market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption.
• Identify thought-leadership content supporting client and prospect relationship-building efforts.
• Own and maintain accurate information in the client relationship management system.
• Manage risk activities and handle escalations related to fraud, exception wires, uncollected funds, and overdraft remediation.
• Meet sales and service needs of existing and potential customers in line with bank goals for growth, profitability, and customer satisfaction.

Skills

Data Analysis

Sales Process Coordination

Client Meeting Planning

Risk Management

Portfolio Management

Trend Identification

Client Retention Strategies

Proactive Analytics

Commercial Banking Knowledge

Banking Regulations Understanding

Effective Communication

Collaboration

Critical Thinking

Time Management

Results-Driven Mindset

Education

High School Diploma

GED

Bachelor's Degree (Desired)

Tools

CRM Systems

Tableau

Microsoft Office

Job description

Jobtailor in Illinois seeks a client relationship management professional to partner with banking teams, manage portfolios, and mitigate risk across Global Commercial Banking client initiatives.

You will coordinate sales activities, perform data-driven analytics with Tableau and CRM tools, support new client acquisition and client retention, and help deepen relationships while ensuring compliance with banking regulations.