Commercial Services Specialist: Client Solutions & Onboarding

Socket.dev; Bluefield (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

First Community Bank seeks a Commercial Services Specialist to source, solicit, and support commercial services with a strong focus on delivering a superior customer experience. You will handle client service, product implementation, and operational support across the Commercial Banking Operation.

Responsibilities include consultative sales, onboarding of commercial services, and collaboration with relationship managers to meet production goals.

Qualifications

• Bachelor’s degree in Business, Finance, or Accounting is required.
• Two years of progressive experience in small business and commercial banking or equivalent.
• Strong understanding of Commercial Services and relationship management.
• Self-starter with minimal supervision.
• Effective oral and written communication, organizational, and time management skills.
• Proficiency with computer technology and software used by the FCB CBO.
• Ability to travel, including occasional overnight travel.

Responsibilities

• Consult with clients and prospects to determine commercial service needs and propose tailored solutions.
• Develop sales presentations, field demonstrations, and proposals for clients and prospects.
• Attend joint sales calls with retail, business, or commercial relationship managers.
• Identify opportunities to cross sell additional banking products and Dominion Payroll.
• Meet and exceed team and personal commercial services production goals as determined by executive management.
• Guide commercial clients through the onboarding process for commercial services.
• Open and service commercial deposit accounts, including document preparation and execution.
• Stay current on new products, deposit accounts, and trends within the market and industry.

Skills

Oral and written communication

Organizational skills

Time management

Self-starter

Computer proficiency

Education

Bachelor’s degree in Business, Finance, or Accounting

Job description

First Community Bank seeks a Commercial Services Specialist to source, solicit, and support commercial services with a strong focus on delivering a superior customer experience. You will handle client service, product implementation, and operational support across the Commercial Banking Operation.

Responsibilities include consultative sales, onboarding of commercial services, and collaboration with relationship managers to meet production goals.