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Sales Support SpecialistCity National Bank • Helena, Montana, United States
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Sales Support Specialist

City National Bank
  • US
    Helena, Montana, United States
  • US
    Helena, Montana, United States
Postuler Maintenant

À propos

SALES SUPPORT ADMIN-MORTGAGE Works with division sales management to assess and improve sales processes, tools, and infrastructure to support a strong and effective sales culture. Provides information to management on the effectiveness of sales practices and activities and develops and implements metrics, tracking and analysis reports. Supports the overall sales process to include communications, best practices, sales campaigns, marketing, onboarding, training etc. Creates and compiles monthly and quarterly performance data and reports utilizing various CNB systems for incentive plan calculations, cross sale tracking, and other special projects as applicable.
WHAT WILL YOU DO?
Support day-to-day needs of sales with tools, processes, and performance resources.
Support distribution of production reporting needed to enhance the performance of the sales teams.
Develop, document, and maintain standard LOB policies.
Identify trends or performance gaps and implement solutions for process improvement.
Work closely with key sales partners to enhance knowledge of marketing strategies and complementary sales goals (including desired activities, such as calling requirements, relationship planning and referral development).
Stays current on general sales (management) trends in related industries and ensures that City National Bank is exposed to and employs all appropriate best practices.
Work with Risk team to ensure the LOB complies with all Bank Operational and Credit policies and procedures as well as all regulatory requirements.
Expand and improve colleague onboarding process for the Division. Work closely with division managers as well as cross divisional partners to ensure successful onboarding experience for all new colleagues.
Participate in strategic projects, including technology rollouts, policy changes, or new product offerings.
Use data to analyze performance trends and provide recommendations for operational improvement.
Develop supporting materials for channel partnership needs.
Collaborate with Marketing partners on business specific needs.
Support leadership with meeting and presentation materials.
Contribute to cross-functional initiatives such as new product rollouts, system implementations, or policy changes.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications
H.S. Diploma
Minimum 3 years of experience in a banking/mortgage environment
Communication Skills: Excellent written and verbal communication skills to effectively convey information.
Highly organized with the ability to manage multiple priorities in a fast-paced environment.
Requires strong technical writing skills, the ability to assess regulatory and operational changes and the capability to translate complex processes into clear, user-friendly documentation.
Technology Skills: Proficient with Excel, PowerPoint & SharePoint
Additional Qualifications
Must possess strong analytical and math skills.
Strong understanding of unit and/or division performance measurements and incentive plans, as applicable.
Good project planning and coordination skills
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word, Power Point and other financial related systems as needed.
Excellent verbal and written communication skills sufficient to interact with all levels of Bank personnel
Demonstrated skill at issues resolution, including ability to research and determine root causes and engaging partners in solutions.
Organized
Consultative
Presentation skills
Problem solving
Market research/awareness
Ability to work both independently and in teams across divisions
Compensation Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Generous 401(k) company matching contribution.
Career Development through Tuition Reimbursement and other internal upskilling and training resources.
Valued Time Away benefits including vacation, sick and volunteer time.
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs.
Career Mobility support from a dedicated recruitment team.
Colleague Resource Groups to support networking and community engagement.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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  • Helena, Montana, United States

Compétences linguistiques

  • English
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