Senior Commercial Banking Client Success Lead

Fulton Bank

Cockeysville (MD)

Hybrid

USD 71,157,000 - 118,485,000

Full time

14 days+
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Benefits offered by this job

Medical plans with prescription drug覆盖
Flexible spending account / health sav
Dental and vision insurance
Life insurance
401(k) with employer match
Employee Stock Purchase Plan
Paid time off
Holiday pay
Volunteer time off
Disability insurance
Maternity and parental leave
Adoption assistance
Educational assistance
Wellness program

Job summary

Fulton Bank in Hunt Valley, MD seeks a senior administrator to support the Commercial Sales Team. You will lead the preparation of proposals, coordinate meetings, and manage onboarding and banking processes with a focus on accuracy and compliance.

The role requires 5+ years in financial administration or sales support, plus strong communication and MS Office proficiency. Hybrid work with 3 days in-office and potential remote days after training.

Qualifications

  • High School Diploma or equivalent required.
  • Bachelor's Degree in business or related field preferred.
  • 5+ years of administration experience in financial institution or sales environment required.
  • 7+ years in commercial bank sales support or related senior role preferred.

Responsibilities

  • Lead development of proposals, pitchbooks, and marketing materials for client presentations and business development.
  • Coordinate internal meetings, appointments, and travel arrangements for Commercial Banking team.
  • Facilitate complex client onboarding and commercial deposit account openings.
  • Handle account inquiries, overdrafts, fee refunds, transfers, wires, and other payment processes with high accuracy and regulatory compliance.
  • Support sponsorships and community event contributions in line with policies.
  • Develop and maintain office procedures to ensure efficient operations and compliance.
  • Assist with printing, scanning, and document processing for internal and client projects.
  • Plan and coordinate internal events and community connectivity activities.

Skills

Superior communication
Independence & teamwork
Microsoft Office
Attention to detail
Sales knowledge

Education

High School Diploma or equivalent
Bachelor's Degree or related field

Tools

Microsoft Office Suite

Job description

Fulton Bank in Hunt Valley, MD seeks a senior administrator to support the Commercial Sales Team. You will lead the preparation of proposals, coordinate meetings, and manage onboarding and banking processes with a focus on accuracy and compliance.

The role requires 5+ years in financial administration or sales support, plus strong communication and MS Office proficiency. Hybrid work with 3 days in-office and potential remote days after training.

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