Vantage Sales Associate

Peoples Bank; Minnetonka (MN); On-site; USD 42,000 - 65,000; Full time

Job summary

Peoples Bank's Vantage Financial division seeks a Sales Support professional to assist senior reps, coordinate vendor programs, and maintain CRM data. You will interact with vendors and clients, prepare quotes, and help move deals through the pipeline in a fast-paced environment.

Ideal candidates have a business or finance background, strong communication, and a desire to grow into a senior sales role within a dynamic team.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 1–3 years 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 in a fast-paced, client-facing environment.
• Interest in growing into a full sales or account management role.
• Team-oriented and dependable; proactive and detail-oriented.

Responsibilities

• Sales Support: assist senior sales reps, track activity, and follow up with vendors and end users.
• Deal Coordination: manage CRM data, liaise with credit, operations, and docs teams.
• Vendor Program Execution: maintain pricing schedules, docs templates, and program parameters.
• Client Interaction: respond to inquiries and relay information to the team.
• Administrative & CRM Maintenance: run reports, manage calendars, schedule meetings.

Skills

Microsoft Office

CRM platforms

Communication

Time management

Organizational skills

Education

Bachelor’s degree in Business or Finance

Tools

Salesforce

Job description

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
• TIME’s America’s Growth Leaders 2026 award winner

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

• Sales Support
• 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.
• Vendor Program Execution
• 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;

If you are unable to complete this application due to a disability, contact [e-mail] to ask for an accommodation, alternative application process, or other inquiries.