Sales Support Specialist

Overview

Remote role (may only be hired in OH, WV and NC).

This position provides high-complexity sales support for bank products and services. The role evaluates financial data to determine profitability of offered products and services, communicates trends through reporting and direct consultation, and identifies and creates sales opportunities for the wider business unit. It also facilitates workflow by preparing required documentation.

The role supports client satisfaction by answering inquiries, resolving account or product discrepancies, and managing escalated support issues. In addition, it assists associates with sales activities intended to solicit business and may provide a leadership role for less experienced specialists through subject-matter knowledge.

Responsibilities

• Service & Support
  • Uncover sales opportunities through analysis, reporting, and daily support operations
  • Work directly with individuals to address issues and respond to inquiries
  • Determine target needs and provide resolutions
  • Serve as a main point of contact for clients throughout the sales process and assist in calls or presentations to solicit business
• Documentation
  • Prepare documentation presented to clients, including proposals, service agreements, and implementation forms
• Data Analysis
  • Source, compile, and interpret financial data
  • Perform analysis to determine trends in market, product, or client information
• Product Specialist
  • Provide knowledge in the area of work
  • Assist in process troubleshooting for both internal and external parties
  • Assist in creating and monitoring pricing of bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of offerings

Requirements

• Minimum Required Education and Experience
  • Bachelor’s Degree and 1 years’ experience, OR
  • High School Diploma or GED/Equivalent and 5 years’ experience in Sales, or Customer Service, or Operations

Preferred Qualifications

• Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements
• Knowledge of financial accounting theory and logic
• Proficient with all Microsoft Office programs: Excel, Word, OneNote, and Outlook
• Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems
• Loan documentation experience, including understanding required documentation depending on program type and loan structure
• Direct Customer/Client interaction
• Small Business Administration experience
• Financial Analysis experience
• Commercial underwriting
• Commercial cashflow experience

Compensation & Benefits

• If hired in NY, the base pay for this position is generally between $25.00 and $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.
• For some roles, total compensation may include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
• Benefits are an integral part of total rewards.

Location

Remote role that may only be hired in: OH, WV and NC.