Sales/Marketing Support Specialist

Pyramid Consulting

Henderson, NV

JOB DETAILS
SKILLS
Analysis Skills, Authentication, Banking Services, Communication Skills, Customer Satisfaction, Customer Support/Service, Data Analysis, Data Collection, Documentation, Establish Priorities, Finance, Home Equity Line of Credit (HELOC), Identify Issues, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Pivot Tables, Presentation/Verbal Skills, Problem Solving Skills, Process Flow, Resolve Customer Issues, Retail Banking, Sales, Sales Administration, Sales Support, Salesforce.com, Staff Motivation, Team Player, Time Management, Transaction Processing/Management, Vlookups, Writing Skills
LOCATION
Henderson, NV
POSTED
4 days ago
Sales/Marketing Support Specialist

Immediate need for a talented Sales/Marketing Support Specialist with experience in the Banking and Financial Industry. This is a 12+ Months contract opportunity with long-term potential and is located in Henderson, NV.

Key Responsibilities:

  • Receive incoming transaction requests (wire transfer, HELOC presentment, MMA large item transactions) and determine authentication requirements based on policy.
  • If necessary, complete outbound authentication contact according to policy.
  • Complete necessary documentation requirements based on transaction type.
  • Ensure related systems and databases are maintained with current and accurate client authentication information.
  • Maintain policy and procedure documentation that aligns with related policies.
  • Teamwork:
  • Communicate with others in a timely and complete manner to keep others fully informed
  • Carry own share of the work and do what is need to complete work in a timely and accurate manner
  • 3. Listen to and actively seek others' opinions and advice regarding how to complete work, solve problems, etc.
  • Customer Satisfaction:
  • Strive to provide best-in-class customer service
  • Fulfill commitments
  • Anticipate customer's needs
  • Respond to internal/external customer needs in a timely and courteous manner
  • Analyze situations from the customer point of view
  • Problem Solving:
  • Identify and prioritize problems
  • Develop/Recommend appropriate plan of action to management on job or project issues.
  • Anticipate potential problems/obstacles and take action to proactively minimize impact.
  • Communication:
  • State own position and ideas clearly and confidently
  • Effectively communicate with TFSB clients as well as with associates from Client corporate, field offices and other divisions
  • Leadership/Initiative:
  • Encourage associates to accept challenging work assignments that will stretch their abilities
  • Help create a positive work environment
  • Set examples with ethics, work habits and adherence to Company policy
  • Motivate and inspire employees, peers, and supervisors to achieve excellence
  • Actively encourage others to view problems as challenges or opportunities for growth and improvement.
  • Understand the role of TFSB and how it contributes to client's overall goals
  • Use company and product knowledge to prioritize and perform work
  • Nature and Purpose of Contact with Others:
  • Position will routinely work with clients and associates from Client/LFS corporate and field offices as well as other internal divisions on data gathering, analyses preparation and resolving customer service issues.

Key Requirements and Technology Experience:

  • Work with outside vendors to ensure timely and efficient processing of variety of tasks; application processing, transactions, account maintenance and other requests.
  • Gather and provide information.
  • Coordinate activities (scheduling, process flow, etc)
  • Business Impact:
  • Position will be first point of contact for our dealership clients and field managers. Commitment to delivering extraordinary customer care will create the trust and loyalty that drives our business.
  • What specific Client departments will they interact with?
  • Operations, Compliance, Sales, Marketing
  • 5-10+ years of relevant work experience
  • Recent grad within minimal experience
  • 1-2+ years of retail banking experience required
  • 1-2+ years in direct client contact in a customer service environment required
  • Hungry and looking to learn
  • Excellent oral and written communication skills.
  • Ability to multi-task and prioritize effectively
  • Ability to work in a dynamic environment, often under tight deadlines
  • High level of proficiency with Microsoft Office applications (Outlook, Word, Excel (v-lookups & pivot tables), & PowerPoint required)
  • Preferred/Nice-to-haves:
  • 1-2+ years administrative experience in sales and/or banking preferred
  • Undergraduate degree highly preferred
  • SalesForce preferred
  • Other retail banking systems experience helpful, but not required.

Our client is a leading Banking and Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

About the Company

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Pyramid Consulting