Commercial Support Specialist – Sales

. Serves as the primary partner for relationship management teams in the management of their portfolio .

Posted 5/20/2026full-timeSan Francisco • California, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $32 - $45 per hourWebsite

Key responsibilities & impact

Serves as the primary partner for relationship management teams in the management of their portfolio
Works with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams
Supports achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans
Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
Conducts proactive analytic activities to enhance existing relationships, identifying opportunities for deepening client relationships
Leads market-level sales analytics to grow revenue and facilitate digital adoption

What you’ll need

Experience in banking, financial services or sales support roles
Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
Ability to analyze data, identify trends and make recommendations based on data insights
Applies critical thinking to determine solutions and experiences to improve clients’ financial lives
Builds strong client relationships through effective communication and collaboration
Executes multiple tasks simultaneously
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Strong computer application skills, including Microsoft Office with expertise in Excel

Comp & perks

Access to paid time off
Industry-leading benefits
Support for physical, emotional, and financial wellness through affordable, competitive and flexible benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysistrend identificationcritical thinkingsales analyticsportfolio managementrisk mitigationclient relationship management

Soft Skills

effective communicationcollaborationtime managementproactive mindsetresults-driven mindset