Fulton Bank · 9 hours ago
Specialist - Commercial Client Relationships
Bridgewater, NJ
Full-time
Hybrid
Mid Level
$19.90/hr - $31.44/hr
3+ years expFulton Bank is committed to making a positive impact in local communities and is seeking a Specialist in Commercial Client Relationships. This role supports the Commercial Sales Team by managing client interactions and ensuring a seamless client experience, requiring strong organizational skills and attention to detail.
BankingFinancial Services
No H1B
Responsibilities
Assist with the development of proposals, pitchbooks, and other marketing materials for client presentations and business development efforts
Coordinate internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively
Assist with customer on-boarding and commercial deposit account opening
Answer and route phone calls. Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations
Support sponsorships and contributions for community events, ensuring compliance with financial institution policies
Develop 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, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries
Plan and coordinate 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
Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate
Qualification
Required
High School Diploma or equivalent. Specialty: general studies
3 or more years administration in financial institution or sales environment
Excellent communication and interpersonal skills
Ability to work independently and collaboratively within a team
Proficiency in Microsoft Office Suite - Word, Excel, PowerPoint, Outlook
Ability to process information with high level of accuracy and attention to detail
Knowledge of sales tasks, tools and procedures
Preferred
Associate Degree or the equivalent experience. Specialty: business
5 or more years commercial bank sales support
Benefits
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
A robust wellness program with financial incentives
Company
Fulton Bank
Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark DeGrandpre
VP, of Life Sciences and Technology
Atul Malhotra
Chief Risk Officer (CRO)
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase