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Sales Support Officer

Company: Citizens Business Bank
Location: Ontario
Posted on: November 19, 2022

Job Description:

Summary

The Sales Support Officer is a key member of the Sales Support Group providing support for the successful planning and implementation for key activities and client events that support the Bank's Vision, Mission, Critical Few, and Supporting Strategies/ Initiatives.

Essential Duties and Responsibilities include the following:

1. Work closely with the various Sales Support Group teams with a focus on customer expansion and retention.

2. Meet and exceed assigned sales and campaign objectives.

3. Make sales support presentations and demonstrations. You must be on time, well prepared, utilize Bank approved collateral material, and ensure that initiatives are met.

4. Responsible for supporting the Bank's various strategies and initiatives.

5. Track and monitor project plans for various events, group and Bank initiatives.

6. Assist with group level monthly budget planning and monitoring.

7. Perform in-depth group level monthly reporting.

8. Assist with site and vendor research for various Bank sponsored events.

9. Assist with the contract negotiation process and due diligence.

10. Assist with vendor payments, billing projections, and reconciliation.

11. Provide, present and promote The Citizens Experience to all internal and external customers.

12. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

13. Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies

No competency or factor selected.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be proactive with all duties and projects assigned and be an expert with time, reporting, and budget management.

Education and/or Experience

Bachelor's degree (B. S.) from four-year College or university; or 3 to 5 years related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Software Skills

To perform this job successfully, an individual should have strong skills with use of Outlook, Excel, Word, PowerPoint and other project management software in mobile and non-mobile environments.

Certificates, Licenses, Registrations

Current driver's license.

Other Skills and Abilities

* Excellent organizational, time management, reporting, and budget management skills.
* Must be able to work independently and exercise sound judgment in decision-making.
* Must be proactive with all duties and projects assigned.

Other Qualifications

Must be able to travel 50% of the time, by car or by plane.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands and fingers to handle or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and taste or smell. The employee is occasionally required to stand; walk and climb or balance. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.

40 hours per week.

Keywords: Citizens Business Bank, Ontario , Sales Support Officer, Other , Ontario, California

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