Commercial Banking Sales Assistant

2 weeks ago

Encinitas, United States Enterprise Bank and Trust Full time

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, theres no stopping you

Job Title: Commercial Banking Sales Assistant Job Description:

Summary

Works as a team with other administrative staff to support activities for the Market President and Commercial Banking Team. This position will also be responsible for assisting Sales Team Members with new client prospecting by collecting and organizing leads and targets with Relationship Managers on the team.

Essential Duties & Responsibilities

  • Provides exceptional customer service for incoming telephone calls and clients coming into the bank

  • Schedule and organize meetings, travel, conferences and department activities for the Market President & the Commercial team.

  • Processing and approving expense reports for the Market President and other team members, including collecting receipts and itemizing expenses.

  • Processing and approving vacation requests and other tasks within Workday.

  • Perform duties such as maintaining Salesforce data, financial record keeping, ordering supplies, and working on special projects.

  • Act as project manager for special projects, which may include: organizing client events, planning and coordinating agendas and presentations, disseminating information and coordinating direct mailings

  • Work independently and within a team on special nonrecurring and ongoing projects.

  • Handle confidential and non-routine information, including answering correspondence and assembling highly confidential and sensitive information; explain policies when necessary.

  • Independent judgment is required to plan, prioritize and organize diversified workload, recommend change in office practices or procedures.

  • Sort and distribute mail, draft written responses or replies by phone or email when necessary.

  • Acts as a liaison with other departments and outside agencies, including IT, Facilities and HR.

  • Review and act on new account requests, including all new account documentation.

  • Review and act on new treasury management requests.

  • Collecting and storing critical client data.

  • Assist with organizing and maintaining key client data in the bank's CRM system.

  • Participate in required training courses related to the job.

  • Performs other duties as required.

Qualifications

  • Team-oriented, possess a positive attitude and work well with others

  • Excellent interpersonal and customer service skills

  • Ability to prioritize; handle multiple tasks; and work independently

  • Strong organizational skills and detail-oriented with high degree of accuracy

  • Strong written and oral communication skills

  • Strong math and problem solving skills

  • Must maintain confidentiality of client transactions and bank records

  • Good phone voice with professional and well-groomed appearance

  • Ability to operate standard office equipment, such as, computer workstations, calculators, and copier

  • Thorough knowledge of bank operations, products and services offered at the bank

Supervisory Responsibilities

  • None

Education and/or Experience

  • Three - five years of related experience; Associates degree (A.A.) or equivalent from two-year college or technical school; or three to five years related experience and/or training.

Computer and Software Skills

  • Skilled in operation of a personal computer, including Microsoft Office

  • Bankway

  • Salesforce

  • Google Mail, Calendar, and Drive

Certifications, Licenses, and Registrations

  • None

COMPENSATION
Hourly Range: $32.42 - $43.76 per hour. Amount is based on relevant experience, skills, and competencies.

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.

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