Sales Support Specialist

City National Bank

Phoenix, Arizona(remote)

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JOB DETAILS

SALARY

$65,296–$104,304 Per Year

SKILLS

Analysis Skills, Bank Secrecy Act, Banking Operations, Banking Services, Best Practices, Channel Support, Communication Skills, Community Support, Computer Skills, Cross-Functional, Cross-Selling, Customer Relations, Data Analysis, Dental Insurance, Documentation, Documentation Standards, Entrepreneurship, Fair Lending, Financial Services, Financial Systems, Health Plan, Incentive Programs, Leadership, Loan Policy, Loan Structuring, Market Research, Marketing, Marketing Campaign, Marketing Strategy, Mathematics, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, Mortgage, Multitasking, Network Support, Onboarding, Operational Audit, Operational Improvement, Organizational Skills, Partner Sales, Performance Analysis, Performance Metrics, Policy Implementation, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Production Support, Project Planning, Regulations, Regulatory Requirements, Research Skills, Risk, Root Cause Analysis, Sales, Sales Analysis, Sales Campaigns, Sales Management, Sales Strategy, Sales Support, Sales Tools, Team Player, Technical Writing, Trend Analysis, Vision Plan, Writing Skills

LOCATION

Phoenix, Arizona

POSTED

30+ days ago

Overview:

SALES SUPPORT ADMIN-MORTGAGE

WHAT IS THE OPPORTUNITY?

Works with division sales management to assess and improve sales processes, tools, and infrastructure to support a strong and effective sales culture. Provides information to management on the effectiveness of sales practices and activities and develops and implements metrics, tracking and analysis reports. Supports the overall sales process to include communications, best practices, sales campaigns, marketing, onboarding, training etc. Creates and compiles monthly and quarterly performance data and reports utilizing various CNB systems for incentive plan calculations, cross sale tracking, and other special projects as applicable

WHAT WILL YOU DO?

• Support day-to-day needs of sales with tools, processes, and performance resources.

• Support distribution of production reporting needed to enhance the performance of the sales teams

• Develop, document, and maintain standard LOB policies

• Identify trends or performance gaps and implement solutions for process improvement.

• Work closely with key sales partners to enhance knowledge of marketing strategies and complementary sales goals (Including desired activities, such as calling requirements, relationship planning and referral development).

• Stays current on general sales (management) trends in related industries and ensures that City National Bank is exposed to and employs all appropriate best practices.

• Work with Risk team to ensure the LOB complies with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

• Expand and improve colleague onboarding process for the Division. Work closely with division managers as well as cross divisional partners to ensure successful onboarding experience for all new colleagues.

• Participate in strategic projects, including technology rollouts, policy changes, or new product offerings.

• Use data to analyze performance trends and provide recommendations for operational improvement.

• Develop supporting materials for channel partnership needs

• Collaborate with Marketing partners on business specific needs

• Support leadership with meeting and presentation materials

• Contribute to cross-functional initiatives such as new product rollouts, system implementations, or policy changes.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• H.S. Diploma

• Minimum 3 years of experience in a banking/mortgage environment

• Communication Skills: Excellent written and verbal communication skills to effectively convey information.

• Highly organized with the ability to manage multiple priorities in a fast-paced environment.

• Requires strong technical writing skills, the ability to assess regulatory and operational changes and the capability to translate complex processes into clear, user-friendly documentation

• Technology Skills: Proficient with Excel, PowerPoint & SharePoint

Additional Qualifications

Must possess strong analytical and math skills.
Strong understanding of unit and/or division performance measurements and incentive plans, as applicable.
Good project planning and coordination skills
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word, Power Point and other financial related systems as needed.
Excellent verbal and written communication skills sufficient to interact with all levels of Bank personnel
Demonstrated skill at issues resolution, including ability to research and determine root causes and engaging partners in solutions.
Organized
Consultative
Presentation skills
Problem solving
Market research/awareness
Ability to work both independently and in teams across divisions

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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About the Company

City National Bank

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