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Finance Professional (CLFP) designation, sponsored by CCF at its discretion./liliProvide sales and account support for specific CCF verticals./liliDeliver exceptional customer service to existing vendor partners and direct customers./liliSupport the vendor onboarding process, including CRM updates, due diligence collection, and coordination with credit/ops./liliAssist with transaction processing: gathering invoices, preparing preliminary pricing in TValue/SuperTRUMP, and ensuring complete packages for credit submission./liliManage small client accounts under the guidance of senior sales staff, act as a point of contact for servicing and sales support./liliConduct market research, lead generation, and list-building to support origination campaigns./liliMonitor and update Salesforce pipeline ensuring deal stages, amounts, and close dates are accurate./liliAssist in preparing presentations and reporting (PowerPoint, Excel, Salesforce dashboards) for vendor and internal meetings./liliCoordinate with Sales, Credit, and Operations to drive efficiency in processing both application-only and full financial deals./liliParticipate in trade shows, customer visits, and vendor calls in a support capacity; light travel may be expected./liliPerform other duties as assigned, with a focus on learning the business and building toward future sales support and origination responsibilities./li/ulpWhat do you need?/pulliBachelors degree preferred, or equivalent experience./lili03 years of relevant work experience (finance, banking, leasing, or B2B sales support preferred)./liliStrong communication skills (oral and written); comfortable interacting with customers and vendor partners./liliHigh level of organization and attention to detail; ability to manage multiple tasks simultaneously./liliSelf-motivated with a team-first mentality and desire to learn./liliPositive can-do attitude and professional presence./liliBasic credit/financial acumen preferred; willingness to learn cash flow and credit concepts./li/ulpTechnology skills:/pulliProficient in Microsoft Office Suite/liliFamiliarity with CRM systems (Salesforce experience preferred)./liliInterest in learning pricing tools/li/ulpCustomers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics./ppWe also provide reasonable accommodations, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws./ppDiversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Lets take on tomorrow./p/div
Sprachkenntnisse
- English
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