Senior Commercial Client Relationships Specialist

Fulton Bank; Cockeysville (MD); Hybrid; USD 71,157,000 - 118,485,000; Full time

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

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a hybrid role working 3 days in the office, with the option of 2 days remote post-training. The role will be supporting our Commercial Sales team and be based out of Hunt Valley, MD.

Training travel may be required. Additional travel required up to 1-2 days per month.

This senior role supports the Commercial Sales Team by performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a comprehensive client relationship. Requires superior organizational skills, attention to detail, and the ability to manage multiple high-priority tasks independently in a fast-paced environment. This role also demands a high level of discretion and confidentiality.

• Lead the development of proposals, pitchbooks, and other sophisticated marketing materials for client presentations and business development efforts.
• Coordinate and oversee internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively and efficiently.
• Facilitate complex customer on-boarding and commercial deposit account opening processes.
• Provide exceptional client service by responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes with a high degree of accuracy and compliance with financial regulations.
• Support sponsorships and contributions for community events, ensuring compliance with financial institution policies.
• Develop, implement, and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards.
• Assist with printing, scanning, and document processing as needed for internal and client-related projects.
• Lead the planning and coordination of internal events and community connectivity activities, including logistics, invitations, and vendor arrangements.
• Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
• Provide mentorship and training to junior team members, fostering a collaborative and supportive team environment.
• Act as a liaison between the Commercial Sales Team and other departments to streamline processes and improve communication.
• Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.

Education

High School Diploma or equivalent. Specialty general studies. (Required)

Bachelor's Degree or the equivalent experience. Specialty business or related field. (Preferred)

Experience

5 or more years administration in a financial institution or sales environment. (Required)

7 or more years commercial bank sales support or similar senior role. (Preferred)

Knowledge, Skills, And Abilities

• Superior communication and interpersonal skills (Required)
• Ability to work independently and collaboratively within a team (Required)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (Required)
• High level of accuracy and attention to detail (Required)
• Advanced knowledge of sales tasks, tools, and procedures (Required)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry.

Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $24.81 - $41.35.

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.