Vantage Sales Associate

Peoples-Bank; Minnetonka (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) retirement plan with employer 


Employee stock purchase plan

Job summary

Peoples Bank is seeking a Regular Full Time Administrative Assistant in Minnetonka, MN to support senior sales teams handling vendor finance programs. You will coordinate documentation, prepare quotes, and maintain CRM records while delivering exceptional client service.

The role emphasizes organized workflow, proactive communication, and collaboration with internal operations to move deals forward in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent in Business, Finance, or related field.
• Experience in a sales support, customer service, or operations role is preferred.
• Proficiency with Microsoft Office and CRM platforms (e.g., Salesforce).
• Strong communication, time management, and organizational skills.

Responsibilities

• Support senior sales executives and team leads with vendor finance programs.
• Coordinate documentation, responses, and client communications.
• Assist in preparing quotes, proposals, and finance applications.
• Maintain CRM data, run reports, and prepare summaries for leadership.
• Schedule calls, manage calendars, and coordinate meetings.

Skills

Bachelor’s degree or equivalent

CRM platforms

Microsoft Office

Communication skills

Time management

Organizational skills

Team-oriented

Proactive

Education

Bachelor’s degree or equivalent in Business/Finance

Tools

Salesforce

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full Time Administrative Asst Minnetonka, Minnetonka, MN, US

5 days ago Requisition ID: 5066

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company? Well, you are in the right place. Vantage Financial is focused exclusively on helping businesses grow by providing equipment financing for companies in a variety of industries—and by working tirelessly on behalf of vendors and their customers. Our corporate culture attracts, rewards, and provides growth opportunities for all employees. Join us and we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Vantage Financial, headquartered in Minnetonka, MN, is a division of Peoples Bank, one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland.

We are proud to share national accolades that celebrate Peoples Bank’s culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek’s America's Greatest Workplaces 2024, 2025 and 2026
• Forbes America’s Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021. 2025 and 2026

At Vantage Financial, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Job Purpose

This position is responsible for assisting senior sales executives and team leads in executing vendor finance programs, supporting deal flow, coordinating documentation, and maintaining excellent communication with clients and internal teams.

The ideal candidate is highly organized, responsive, and eager to learn the equipment leasing business while contributing to the success of a high-performance sales team. This is an excellent opportunity to build foundational industry knowledge and grow into a more senior sales role over time.

Job Duties

• Support senior sales reps in managing active vendor programs, tracking deal activity, and ensuring timely follow up with vendors and end users.
• Help prepare quotes, proposals, and finance applications under guidance from the lead rep or team.
• Coordinator with vendors and customers to gather necessary information and documentation.
• Deal Coordination
  • Track lease opportunities in the CRM and ensure data accuracy for reporting and forecasting.
  • Liaise with internal credit, operations, and documentation teams to help move deals efficiently through the pipeline.
  • Monitor key deal milestones and proactively flag issues or delays to the sales team.
• Assist in day-to-day support of vendor finance programs, including maintaining pricing schedules, documentation templates and approved program parameters.
• Respond to vendor inquiries promptly and professionally.
• Ensure consistent execution of vendor program guidelines and service standards.
• Client Interaction and Communication
  • Support outbound and inbound communication with vendors and end-users to answer basic questions and relay information to the appropriate team member.
  • Represent the company with professionalism and a service-first attitude during all external interactions.
• Administrative & CRM Maintenance
  • Maintain accurate client and deal data in CRM systems.
  • Run reports and prepare summaries for team leads or managers as needed.
  • Help with scheduling calls, managing calendars and coordinating virtual or in-person meetings.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications

• Bachelor’s degree or equivalent experience in Business, Finance, or a related field
• 1–3 years of experience in a sales support, customer service, or operations role
• Proficiency with Microsoft Office and CRM platforms (e.g., Salesforce)
• Excellent communication, time management, and organizational skills
• Exposure to equipment leasing, commercial lending, or vendor finance programs
• Experience working in a fast-paced, client-facing environment
• Interest in growing into a full sales or account management role
• Team-oriented and dependable
• Proactive, detail-oriented, and accountable
• Strong interpersonal and client service skills
• Ability to prioritize and handle multiple tasks under tight deadlines
• Willingness to learn and take initiative

Basic Qualifications

• Bachelor’s degree or equivalent experience in Business, Finance, or a related field
• 1–3 years of experience in a sales support, customer service, or operations role

Equal Opportunity Employer M/F/Disabled/Vet;