Overview
On Site
Full Time
Skills
Sales Operations
Customer Support
Customer Satisfaction
Reporting
Sales Process
Presentations
Forms
Data Analysis
Finance
Pricing
Sales
Customer Service
Documentation
Banking
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Office Administration
Job Details
Overview:
This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.
Responsibilities:
Bachelor's Degree and experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
Preferred Qualifications:
Experience in commercial loan documentation, commercial lending support or other banking position.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.
Responsibilities:
- Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
- Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
- Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
- Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
Bachelor's Degree and experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
Preferred Qualifications:
Experience in commercial loan documentation, commercial lending support or other banking position.
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
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