Retail Sales Support Specialist

Spencer Savings Bank•Elmwood Park, NJ

About The Position

The Retail Sales Support Specialist provides administrative, reporting, and operational support to the SVP, Retail Sales Administrator, and Retail Banking division. The role supports recurring reports, tracking, data maintenance, budget activities, campaign coordination, vendor follow-up, portfolio monitoring, and managed-system administration, including the Weiland commercial account analysis platform. It helps organize information, maintain accurate records, coordinate follow-up, and prepare materials for business reviews, planning, and decision-making.

Requirements

High school diploma or GED.
Minimum of five years of retail banking experience.
Strong conceptual, analytical, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to work independently and meet deadlines in a fast-paced environment.
Proven customer-centric service skills when interacting with employees at all levels of the organization.
Effective time-management, organizational, and data-management skills.
Proficiency with Microsoft Office tools, including Excel.
Strong computer and reporting skills.
Knowledge of banking regulations and standard practices.

Nice To Haves

SQL writing experience.
Experience supporting recurring reporting, data validation, dashboard maintenance, budget tracking, vendor coordination, and administrative planning activities.

Responsibilities

Build and maintain productive relationships with key business partners, internal resources, and FISERV client support.
Serve as the central point of contact for Weiland change requests and system modifications.
Ensure accurate monthly assignment of service items and ECR credits.
Develop and maintain training manuals and procedures for managed systems.
Identify and correct system-user errors, communicate findings to employees and management, and support coaching on proper system usage.
Prepare and maintain recurring department, municipal, production, pipeline, dashboard, budget, and portfolio reports.
Manage and audit retail sales production tracking and incentive plans.
Ensure adherence to campaign requirements and accurate reporting of results.
Provide administrative support for campaign tracking, product initiatives, list maintenance, disclosure preparation, and related follow-up.
Assist with municipal and deposit relationship support, including tracking, reporting, servicing follow-up, and record maintenance.
Maintain tracking for deposit portfolios, relationship activity, customer trends, and recurring portfolio review items; summarize trends and prepare supporting information for management review.
Support budget monitoring and preparation, conference planning, meeting coordination, special projects, branch activity tracking, and other administrative planning needs.
Support business development programs, proposals, RFPs, pipeline tracking, and related sales administration activities.
Coordinate vendor, system, and operational follow-up for managed platforms and department programs.
Assist with compliance, policy, procedure, exception, and disclosure tracking and reporting.
Support rate monitoring, forecasting, goal tracking, and deposit strategy reporting.
Create and prepare ad hoc reports as needed.
Perform other duties as assigned.