Sales Support Specialist (Commercial Lending)
About The Position
The Sales Support Specialist is crucial in assisting the Commercial Banking sales team to improve efficiency, productivity, and overall success within Tri City National Bank’s Commercial Banking department. Tri City National Bank is a community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.
Requirements
- Exceptional organizational and time management skills for handling multiple tasks effectively.
- Proficiency in Microsoft Office Suite, DocuSign, Co-Pilot, and internal CRM software; strong Excel and PowerPoint skills required.
- Excellent written and verbal communication skills for effective interaction with internal and external customers.
- Ability to work collaboratively and engage with various stakeholders to achieve goals.
- Analytical mindset for interpreting sales performance data and generating actionable insights.
Nice To Haves
- Previous experience in sales support, management, or administration is preferred.
- A bachelor's degree in business administration or a related field can be advantageous.
- Experience in loan processing, closing, servicing, origination, and administration; account opening expertise is a plus.
Responsibilities
- Schedule meetings, plan events, manage calendars, and handle correspondence to facilitate smooth operations.
- Prepare loan applications, treasury management documentation, and deposit applications.
- Assist in crafting loan approval presentations and post-approval modifications.
- Coordinate collateral release and documentation changes.
- Liaise with attorneys, appraisers, title companies, and other third parties to ensure accurate documentation for loan closings and account openings.
- Support audits, examinations, and compliance reviews, ensuring target maintenance of past due accounts and file exceptions.
- Maintain and update customer databases, managing client relationships proactively to enhance satisfaction.
- Serve as a point of contact for commercial clients' daily needs, nurturing prospects into loyal clients.
- Coordinate sales activities, including joint calls and referrals; prepare sales reports, manage CRM entries, and monitor sales pipelines.
- Keep detailed records of customer interactions and track joint calls and referrals.
- Organize and prepare sales presentations, materials, and proposals to assist the sales team.
- Identify sales opportunities to drive performance.
- Conduct market research and analysis to identify trends and growth opportunities, providing valuable insights to the sales team.
- Aid in developing and implementing sales strategies and promotional activities to meet targets.
- Plan and execute customer appreciation events.
- Support the onboarding of new Commercial Banking team members, ensuring they understand sales processes and product knowledge.
- Act as a communication conduit between the Commercial Banking team, other departments, and external stakeholders to promote collaboration.
- Perform additional tasks assigned.
Benefits
- 401(k) with company match
- Up to 20 hours of paid vacation after 6 months (for Part-Time)
- Tuition reimbursement
- Medical, dental, and vision coverage
- Paid vacation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
