Sales Administrator - Irvine or San Diego, CA
About The Position
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Sales Administrator in Irvine or San Diego, CA .
Requirements
- Requires a Bachelor's and 6+ years experience with sales, service, and marketing of banking and lending products or other directly related experience.
- A combination of education and experience may meet requirements.
- Advanced knowledge of bank products and related policies and procedures.
- Experiences in sales and service, management and leadership skills.
- Must have excellent written and verbal communication skills.
- Extensive travel across state is required
- Excellent decision making and problem resolution skills.
- PC skills required including excel, word, PowerPoint, and teams
Responsibilities
- Responsible for planning, implementing and developing promotional and marketing initiatives, as well as expanding the company's sales culture.
- Trains, motivates, coaches and provides guidance to assigned area personnel in order to increase sales productivity.
- May monitor sales credit and incentive payments.
- Helps with development of strategic plans in order to meet regional or division sales objectives.
- Assists managers with overall sales training to impact sales goals.
- Conducts sales staff meetings and educates staff on new and existing bank products and programs.
- Other duties as assigned.
Benefits
- Medical & Dental Insurance
- Vacation
- Profit Sharing
- 401(k) plan
- competitive compensation in line with work experience.
- Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus
- some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
- Paid Training
- Paid Vacation
- Paid Holidays
- promotional opportunities offered from within
- Tuition Reimbursement for qualifying employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
