Associate, Commercial Job Description

Associate, Commercial Job Description

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Associate, commercial provides advisory and consultative services to financial institutions in addressing Know Your Customer (KYC), Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets and Control (OFAC) and other compliance related matters.

Associate, Commercial Duties & Responsibilities

To write an effective associate, commercial job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, commercial job description templates that you can modify and use.

Sample responsibilities for this position include:

Assist the CAM with developing and maintaining long-term profitable relationships and expanding our share of wallet with a portfolio of commercial customers
Provide relationship management, and customized financial solutions
Make credit decisions and recommendations in partnership with the CAM, and in accordance with bank guidelines and sound credit-granting principles
The successful candidate will be fast tracked through the Commercial Account Manager development program with an end goal to be a Commercial Account Manager Mid Market
Primary Contact for Loan Portfolio Issues
Frequent Customer Contact (Independently Initiated) for customer service issues
Direct Solicitation for Cross-Selling Opportunities
Handles Standard Closings & Paydowns/Advances
Independently Coordinates new DDA openings for Account Officers
Limited DDA Account Assignments

Associate, Commercial Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate, Commercial

List any licenses or certifications required by the position: CPA, AACI, MBA, CFA, US, CIPP, IACCM

Education for Associate, Commercial

Typically a job would require a certain level of education.

Employers hiring for the associate, commercial job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Business, Economics, Education, MBA, Marketing, Business/Administration, Real Estate, Communication

Skills for Associate, Commercial

Desired skills for associate, commercial include:

Organizational lending and portfolio management policies and objectives
Capital markets
Investment banking products and applicable regulations
Commercial banking products and service offerings is an asset
Products and services
Microsoft Office applications
Anti Money Laundering processes
Financial Statements and credit analysis
Fulfilment processes and roles of partners
Know Your Customer

Desired experience for associate, commercial includes:

Coordination of Overdraft and Wire Transfer approval with Account Officer
Works independently to Clear Documentation Exceptions
Contacts Customers to receive updated financial information
Handles confidential correspondence
Supports Middle to Upper Level Commercial Bankers
Prepares Loan Committee & Other Management Reports

Associate, Commercial Examples

1

Associate, Commercial Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of associate, commercial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, commercial
  • Follow CRM Processes
  • The Associate will be trained to back-up the duties of other team members
  • Continuously validate total market sizes and trends, monitor and analyze key industry and market trends the wider external environment
  • Support efforts related to Demand Planning / Forecasting
  • Assist manager with monthly Sales reporting analysis
  • Support manager with new customer proposals (Product Images, Product Description, Pricing, Commercial Terms)
  • Assist manager with Market research, primarily online
  • Effectively track Export department budget spend against actual budget
  • Coordinate with Commercial and Engineering for well connects
  • Process Commercial Lines renewals, endorsements, cancellations, invoicing
Qualifications for associate, commercial
  • Must be enrolled in a undergraduate degree program from a 4-year accredited college or university
  • Demonstrated academic achievement in an undergraduate degree program with a preferred minimum GPA of 3.5 or above
  • Must be enrolled in an 4-year accredited, undergraduate degree program with a graduation date between December 2016 - May 2017
  • Demonstrated leadership in a club, sports or volunteering
  • Must be enrolled in a 4-year, accredited college or university program with a graduation date between December 2016-May 2017
  • Must be enrolled in or have a degree from in a 4-year accredited degree program with a graduation year of December 2016 - May 2017
2

Associate, Commercial Job Description

Job Description Example
Our innovative and growing company is hiring for an associate, commercial. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate, commercial
  • Data collection and analyses for sales teams - price increases, allocations et al
  • Focal point for contract management, aligning with Commercial Operations
  • Focal point to determine total costs for products, services, and value proposition (extended payment terms, consignment, logistics, CAE et al)
  • Back-up for ADMs for vacation coverage, sample requests, SFDC, Q2P & RFQs et al
  • Potential new account coverage responsibilities
  • Back-up for AH facility coverage
  • Assist in customer & team meetings
  • Ideal role to develop a new ADM
  • Assist with developing product positioning & commercial framework
  • Be an expert on the TV & digital video advertising & technology industry trends, monitor the trades and attend industry conferences to educate internally and anticipate future market needs
Qualifications for associate, commercial
  • High skills in MS Office tools (Word, Excel, Powerpoint …)
  • Recent Bachelor of Commerce and or Business Administration degree required
  • Should be ready to work in day shifts
  • Interest in International Trade Business
  • Entry level analytical skills are required
  • Ability to function meaningfully in a team environment
3

Associate, Commercial Job Description

Job Description Example
Our company is looking for an associate, commercial. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate, commercial
  • Formulate monthly KPIs forecast with the assistance of different function heads and local CCO
  • Be the Subject Management Expert on the BI tool (QlikSense) and provides bi-weekly training and support to the Commercial team by means of data sourcing and analytics to instill a data-driven approach to decisions
  • Providing project management support to ensure timely and orderly achievement of key tasks during campaigns and specific strategic projects
  • Providing visibility on daily operations and critical support during campaigns
  • Supporting implementations of existing/new initiatives with continuous and ad-hoc data requests, development of dashboards, and building and continuously improving models
  • Liaise with regional Strategy & Planning team on automation of dashboards and reports based on local country requirements
  • Periodically review all data content in the BI environment to identify opportunities for improvement
  • Providing actionable insights within the Strategy & Planning team to drive business decisions
  • Develop, manage, schedule and document BI processes and tasks
  • Create and report on KPI trends and performance, highlight key insights and strategize on opportunities to improve business outcomes
Qualifications for associate, commercial
  • ASC740 training will be provided
  • 3-5 years customer service experience preferably in medical device and/or pharmaceuticals company
  • Must have an undergraduate degree from a 4-year accredited degree program or be an undergraduate senior graduating in December 2017 or May 2018
  • Demonstrated academic achievement in 4-year undergraduate degree programs with a preferred cumulative minimum GPA of 3.5
  • All majors will be considered.Coursework in Finance, Accounting and Economics beneficial but not required
  • Bachelor's degree required, degree in a technical discipline preferred
4

Associate, Commercial Job Description

Job Description Example
Our innovative and growing company is looking for an associate, commercial. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, commercial
  • Demonstrate knowledge and understanding of the bank’s credit policies and procedures
  • Must possess the ability to execute on multiple tasks, while focusing on key priorities that make a greater impact in the Volume/SMB business
  • Must have a good business acumen to be able to complete tasks by leveraging select sales, channels and/or marketing resources
  • Must build and maintain business relationships with key Cisco Distributors, and be able to leverage those relationships to achieve the expected outcomes
  • Must have a lot of self-drive and proactivity in order to find solutions for day-to-day challenges (either encountered with Distributors or defined by Cisco stakeholders)
  • Must engage and follow-up with focus partners (Master Resellers), on customized business plans targeted to growing the presence of Cisco´s SMB portfolio on their offering, and the sales volume in the territories they serve
  • Strong negotiation and communication skills, to be able to get buy-in and accountability from managers and decision makers within Cisco Distributors and focus partners
  • Desirable experience or knowledge in the retail business and e-commerce
  • Responsible for the preparation of report for weekly Quick Market Intelligence (QMI) sessions
  • Responsible for the preparation of weekly aircraft availability reports
Qualifications for associate, commercial
  • Self-Starter, fast learner, high work ethic and desire to win
  • Must be able to function well in a team environment and independently
  • Knowledge of plastics, automotive industry and use of Salesforce a plus
  • You have at least four (4) years of relevant law firm experience with complex commercial real estate transactions including lending, financing, leasing, land use development, planning and zoning, or some combination of experience of same
  • You have strongacademic credentials, excellent writing and interpersonal skills
  • Previous general office experience (or related work experience)
5

Associate, Commercial Job Description

Job Description Example
Our company is growing rapidly and is looking for an associate, commercial. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, commercial
  • Interact with vendors and vendors’ counsel regarding commercial agreement negotiation
  • Work with legal, business and operations teams to improve contracting processes and management, including developing internal policies regarding the same
  • Assist with transactional work, including the drafting of NDA’s, LOI’s and definitive agreements, assist with all aspects of transactional due diligence
  • Contacting the prospects that showed initial interest and answering the sales line
  • Advising your clients on the best product and set up given their needs
  • Negotiating, closing deals and signing contracts
  • Draft lease forms including Letters of Intent (LOI’s), New Leases, and other related Leasing Documents
  • Interact with existing tenants regarding renewals, amendments, expansions, and terminations
  • Draft and prepare responses to existing and prospective tenants in an efficient, professional and timely manner
  • Conduct credit checks, collect pertinent financial information, and perform necessary due diligence on prospective tenants and compile to present to appropriate parties
Qualifications for associate, commercial
  • Pursuance of continuing insurance education and completion of applicable insurance industry designation(s)
  • Experience as a department Commercial Underwriting Support Specialist (or related work experience)
  • Proven time management, prioritization, and organizational skills to meet policy processing production demands
  • Proven ability to apply detail orientation necessary to produce a quality product
  • Ability to work with limited supervision under pressure, and meet deadlines
  • Demonstrated ability to interpret and explain commercial real estate leases, lease addendums and other lease documents

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