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Sales Support Coordinator
Union Bank
Los Angeles, CA, United States
Job Details - this job has expired, please see similar jobs below
Provide a wide range of sales & marketing support to Regional Manager, Relationship Managers, Business Development Officers (BDOs) and other sales officers as assigned. The purpose of this role is to allow sales officers to spend more time selling while aiding them in generating new leads and new business.
Major Responsibilities:
• Coordinate and produce proposals, presentations, customized requests for proposals, and formal requests for proposals.
• Prepare presentations and proposals, and supporting marketing materials, distribute new or updated collateral or sales support materials as needed.
• Respond to basic sales inquiries in support of assigned staff, inquiries may come from internal or external customers.
• May also address external web inquiries per assigned business lines and processes.
• Generate and maintain record keeping for new & current business lead databases and lists for internal distribution.
• Support the sales reporting and tracking process:
• Assist sales staff with new account procedures and setting up new accounts.
• Provide sales implementation/liaison work to help transition new business to the bank.
• Coordinate efforts or serves as liaison with other staff and business partners as needed.
• Must adhere to all Bank, Business Line, Compliance and Marketing standards, policies and procedures.
• May be involved in meeting & conference coordination and planning, including maintaining officer and manager calendars, arranging for meetings, travel and appointments as assigned and within budget guidelines.
• May provide miscellaneous office management services, to include office supply procurement, general expenditure and budget management.
Risk Management:
• The employee will be expected to demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.
• The employee is expected to further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files and business transactions.
Qualifications
• 3-5 years’ experience in a sales environment
• Basic Knowledge of all products and services for the business line supported.
• Demonstrated knowledge and experience with sales and marketing support.
• Excellent communication and presentation skills, both verbal and written.
• Strong creative and organizational skills.
• Ability to work independently, with some supervision, and manage multiple projects with a large volume of deadline related work.
• Intermediate PC skills in all Microsoft programs.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.