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Public Sector Banking Sales Support Coordinator

2 months ago

Uniondale, New York, United States Flushing Bank Full time
Position Overview:

The role involves providing essential Sales and Operational Assistance to the Government Banking Department, ensuring exceptional customer service for our valued clients.

Key Responsibilities:
  • Assist Relationship Managers by preparing and reviewing Account Agreements and Forms, ensuring dual control for New Account Openings and Maintenance for Public Entity Clients.
  • Monitor daily Certificate of Deposit reports to inform clients about maturities and competitive rates.
  • Verify and maintain Departmental Reports, ensuring accurate submission and account details.
  • Respond to customer inquiries regarding service requests, transaction approvals, and collateral information, while promoting additional banking products.
  • Collaborate with various departments to address customer needs as per established procedures.
  • Support Relationship Managers in the preparation of sales materials and follow up on departmental communications.
  • Provide assistance to the Administrative Assistant and Operations Supervisor as required.
  • Generate ad-hoc reports utilizing Excel, PowerPoint, and Word as necessary.
  • Compile and present weekly and monthly management reports in partnership with the GB Operations Supervisor and Relationship Managers.
  • Coordinate with internal teams to ensure timely and accurate proposal responses.
  • Prepare and communicate departmental cash flow reports to clients.
  • Adhere to all regulatory requirements, policies, and procedures, while undertaking additional responsibilities as needed.
Additional Responsibilities:

Engage in other related functions and special projects as directed by management.

Qualifications:
  • A Bachelor’s Degree or equivalent professional experience.
  • 1 to 2 years of banking experience is preferred.
Skills and Competencies:
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and relevant banking systems.
  • Excellent communication, customer service, and analytical skills.
  • Ability to manage multiple tasks in a dynamic environment while meeting deadlines.
  • Detail-oriented with a strong focus on accuracy.
Compensation: Salary range is $65,000 - $70,000.

Work Hours: 37.50 hours per week.

This position is classified as non-exempt and is eligible for overtime compensation as per applicable regulations.

Flushing Bank is an Equal Opportunity Employer, including Veterans and Disabled individuals.