Sales Support Coordinator
1 day ago
- Relationship Management: Work closely with the sales and operations teams to deepen relationships with existing bank and financial institution partners, ensuring alignment with company goals and strategies.
- Operational Management: Oversee the operational management of our network of banks, ensuring that all processes and procedures are followed efficiently and effectively.
- Conference & Meeting Participation: Attend up to 4 conferences per year and meet in person with bank partners as needed to strengthen relationships and address any operational needs.
- C-Suite Interaction: Communicate and collaborate with C-suite executives at partner institutions to foster strong, strategic relationships.
- Relationship Management Experience: Strong background in relationship management, particularly within the financial services industry.
- Administrative Expertise: Demonstrated experience in handling complex administrative tasks, including paperwork processing and documentation.
- Professional Acumen: Ability to present a professional image, interact with senior executives, and navigate complex relationship dynamics.
- Attention to Detail: Meticulous attention to detail in all aspects of work, from paperwork processing to relationship management.
- Minimum: Bachelor's degree in business administration, finance, or a related field.
- Experience: A minimum of five (5) years of experience in a relationship management or administrative role within the financial services industry.
- Interpersonal Skills: Strong interpersonal skills with the ability to build and maintain relationships at all levels, including C-suite executives.
- Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
- Organizational Skills: Ability to manage multiple relationships and tasks simultaneously while maintaining a high level of accuracy and attention to detail.
- Travel Readiness: Willingness to travel up to 20% of the time for conferences and meetings with bank partners.
- Environment: Traditional office environment with occasional travel for conferences and partner meetings.
- Physical Demands: Prolonged periods sitting at a desk and working on a computer, frequent use of a keyboard with repetitive motions, light lifting (up to 25 lbs.), and travel as required.
- Communication: Requires speaking, hearing, and vision for essential functions.
- Dexterity: Requires digital dexterity and hand/eye coordination for operating office equipment.
- Mobility: Sufficient body motor skills to move between office locations as necessary.
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