The Sales Support Specialist provides support to the Relationship Manager by servicing various banking clients and assisting in the resolution of customer issues. You'll partner with Relationship Managers to ensure problems are resolved to the satisfaction of our customers. Additional responsibilities include assisting with account analysis, service charge waivers, e-deposit, and ACH renewals, and are responsible for several reports that are completed for executive management. Support management and team with pipeline and prospect management within CRM. Provide daily guidance to the department in the areas of deposits and account servicing. Work directly with customers on issues and resolve issues pertaining to their accounts. Provides excellent customer service and represents the bank in a professional and responsible manner. Adheres to compliance, security, state and Federal regulations, bank policies, procedures, and goals. Gathers information pertaining to loan package and coordinates submission to the underwriting and document areas. May accompany Relationship Managers on customer calls and interviews to obtain an understanding of the business relationship/loan request as a means to aiding the Relationship Manager in developing strategies to meet the needs of the customer most effectively. Provides research on loan and deposit accounts as needed. Complete E-Deposit and ACH renewals. May assist in setting up new accounts.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED