Sales Support Specialist

Tri City National Bank; Oak Creek (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Part-Time

Full-Time

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation

Job summary

Tri City National Bank in Wisconsin seeks a Sales Support Specialist to assist the Commercial Banking sales team, boost efficiency, and drive client service. This in-office role offers compensation around $70,000+ depending on experience and a comprehensive benefits package.

Responsibilities include administrative support, CRM coordination, sales planning, onboarding, and collaboration with attorneys, appraisers, and customers to ensure smooth loan closings and account openings.

Qualifications

• Bachelor’s degree in business or related field; financial services experience preferred.
• Experience with CRM systems, loan processes, and customer data management.
• Strong communication, problem solving, and teamwork abilities.

Responsibilities

• Schedule meetings, plan events, manage calendars, and handle correspondence.
• Prepare loan applications, treasury management docs, and deposit applications.
• Assist in loan approvals, post-approval modifications, and closings.
• Coordinate collateral release and documentation changes.
• Liaise with attorneys, appraisers, title companies for loan closings and openings.
• Support audits, examinations, and regulatory reviews.
• Maintain CRM records and track sales pipelines.
• Prepare sales presentations and collaborate on sales strategies.

Skills

Excellent written and verbal comms

Analytical mindset

Organizational skills

Time management

Team collaboration

Sales support experience

Education

Bachelor's degree in Business Administration or related field

Tools

CRM software

Microsoft Office Suite

DocuSign

Co-Pilot

Excel

PowerPoint

Loan processing knowledge

Job description

Invest In You! Tri City National Bank is not just a bank; it's your 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.

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.

Compensation $70,000+ depending on experience.

This position is located in-office at one of our branch locations.

Administrative Support

• 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.

Customer Relationship Management and Sales Coordination

• 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.

Sales Team Support and Strategy Assistance

• 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.

Training and Communication

• 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.
• 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.
• 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.

Why Join Us

• Community Impact Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success Join a team that values and celebrates individual and collective achievements.
• Work Life Balance No early mornings or late nights, enjoy a predictable schedule with major holidays off.
• Great Employee Benefits that start on the 1st of the month after your hire date!
• Part-Time
• 401(k) with company match
• Up to 20 hours of paid vacation after 6 months
• Full-Time
• 401(k) with company match
• Tuition reimbursement
• Medical, dental, and vision coverage
• Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or [e-mail]

(Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)