Role Description
The Sr. Specialist, Sales & Service Support utilizes customer relationship building techniques by making outbound calls to existing customers to engage prospects and customers in deposit, lending and relationship growth. In addition, the incumbent assists the Manager to execute an effective sales strategy; ensures consistent and positive customer experiences; coaches and trains Bankers to maximize sales opportunities and increase the depth of customer relationships.
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Performs a variety of activities for an LOB designed to support, enhance, and increase overall sales performance according to established Company policies and applicable legal and regulatory guidelines.
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Administers ongoing sales and marketing support programs equitably according to plan designs and guidelines, which may include sales contests, product promotions, regional programs, and other activities.
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Provides project coordination to new or existing sales support programs; leads or assists with strategy meetings, determining sales and marketing needs and requirements and generating ideas; provides input and advice based on extensive knowledge of other.
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Researches various issues, ideas, problems, and opportunities discussed in strategy meetings to generate additional information to add to projects.
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Creates project plans, adding ideas from research and ensuring that issues, concerns, and priorities identified in meetings and other communications are addressed.
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Implements project plans; communicates with various internal personnel, corporate marketing and other Company departments and outside vendors to coordinate assigned programs and complete projects; resolves problems by coordinating with necessary individuals.
Qualifications
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3+ Years Project management experience, including ability to coordinate resources and prioritize tasks under deadline - Required.
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Strong knowledge of sales support and effective sales enhancement techniques within the industry.
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Ability to work independently and set appropriate priorities to meet deadlines.
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Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement.
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Vendor relationship experience helpful.
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Attention to detail.
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Self-motivator and creative thinker.
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Experience coaching and influencing others to achieve goals.
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Excellent communication skills, including strong presentation skills and writing ability.
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Maintains appropriate sales licensing.
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P.C. software applications (e.g. Excel, Word, Access, Callidus, PeopleSoft, etc.).
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Database record maintenance and reporting.
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Preparation and presentation of materials.
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Thorough knowledge of departmental and bank products and services.
Requirements
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Associateβs Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
Benefits
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Fair and competitive rewards package that reflects the impact you create and the value you deliver.
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Benefits designed to support you, your family, and your well-being, now and into the future.
Working Conditions
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Frequent minimal physical effort such as sitting, standing, and walking is required for this role.
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Depending on location, occasional moving and lifting light equipment and/or furniture may be required.