UNKNOWN

ADAPTED_NOW

Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals. + Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes.

YEAR

SMALL BUSINESS SPECIALIST This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies. Responsibilities to include: + Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals + Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan + Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault) + Ensure that customers have a positive experience with the organization and its products/services at every touch point + Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs + Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals + Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $1MM) + Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes + Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients Qualifications: + Bachelor’s degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience + Knowledge of Business Banking products, processes, policies and lending practices + Ability to develop new business and good B2B sales skills + Ability to provide excellent customer service + Ability to create and deliver one-on-one and group presentations + Excellent interpersonal, verbal and written communication skills + Ability and willingness to sell via outbound telephone calls + Proficiency in Word, Excel and PowerPoint Compensation Range: $51,480.00 - $99,330.00 _The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._ _Who we are_ We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf) Check out the road to a career at UMB

UMB Bank

Small Business Specialist

OTHER

FEED

Position Summary: The Sales Support and Marketing Assistant will provide administrative and operational support to the sales and marketing teams, helping to drive customer engagement, streamline processes, and support marketing initiatives. Education: Associate's or Bachelor's degree in Business, Sales, Marketing, or Bachelor's degree in Marketing, Business Administration, or a related field (or equivalent work experience).

Position Summary: The Sales Support and Marketing Assistant will provide administrative and operational support to the sales and marketing teams, helping to drive customer engagement, streamline processes, and support marketing initiatives. This role is ideal for a detail-oriented, organized individual with excellent communication skills and a passion for contributing to a team's success.Key Responsibilities include the following; other duties may be assigned:Sales Support:<ul><li>Manage and maintain customer records in the CRM system, ensuring all data is accurate and up-to-date.</li><li>Manage a sample library and sample program for all products</li><li>Prepare regular sales reports and analysis to support decision-making.(market trends, import data)</li><li>Assist in lead generation, qualification and follow up with onboarding new customers.</li><li>Provide support for sales campaigns and initiatives, including email and direct marketing efforts and trade show follow ups.</li></ul><ul><li>Assist with the planning and coordinate all aspects of trade shows and events, including logistics, booth design, shipping, and on-site management.</li><li>Develop detailed project timelines, budgets, and checklists to ensure successful execution.</li></ul>Marketing Support:<ul><li>Coordinate marketing campaigns and initiatives, including digital, print, and event marketing for North America</li><li>Assist in Maintaining the company's social media accounts, posting relevant and engaging content.</li><li>Assist in creating marketing materials such as brochures, presentations, and newsletters.</li><li>Track and report on the effectiveness of marketing campaigns.</li><li>Support event planning and execution, including trade shows, webinars, and promotional activities.</li><li>Assist with managing cobranding platform.</li></ul>Administrative Tasks:<ul><li>Manage schedules, appointments, and travel arrangements for the sales and marketing teams.</li><li>Handle general office duties such as document preparation, data entry, and correspondence.</li><li>Follows all food safety procedures and practices to promote our food safety culture.</li><li>Maintain and organize shared files and databases for the teams.</li></ul>Qualifications:<ul><li>Education: Associate's or Bachelor's degree in Business, Sales, Marketing, or Bachelor's degree in Marketing, Business Administration, or a related field (or equivalent work experience).</li><li>Experience: 1–3 years of experience in sales support, marketing, or a related role.</li><li>Skills:<ul><li>Strong organizational and time-management skills.</li><li>Excellent written and verbal communication skills.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM tools (e.g., Dynamics 365, Salesforce).</li><li>Basic understanding of digital marketing tools and platforms </li><li>Ability to multitask and prioritize in a fast-paced environment.</li></ul></li></ul>Key Competencies<ul><li>Attention to detail and accuracy.</li><li>Team player with a collaborative mindset.</li><li>Proactive and self-motivated with a can-do attitude.</li><li>Strong problem-solving and analytical skills.</li><li>Willingness to learn and adapt to new tools and processes.</li></ul>Physical Demands: <ul><li>Regularly required to reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. </li><li>Occasionally required to stand, walk, use hands to handle, or feel.</li><li>Occasionally lift and/or move up to 10 pounds.</li></ul><ul><li>Extended periods spent sitting/standing at desk in front of computer screen.</li></ul>Work Environment: This position may be based in an office setting with occasional travel for events or client meetings. Flexible working options may be available.Benefits: Competitive salary and benefits package. Opportunity for professional growth and development. Dynamic and collaborative work environment.Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Rousselot is an equal opportunity employer and gives consideration to qualified applicants without regard to race, color, creed, religion, age, pregnancy, sex, sexual orientation, gender identity, national origin, genetic information, physical or mental disability, military service, protected veteran status, or any other characteristic protected by applicable federal, state and local law. Know Your Rights: If you would like more information, please click on the link and paste into your browser: <a href="https://www.eeoc.gov/poster" rel="noreferrer noopener nofollow" target="_blank" title="EEOC poster">https://www.eeoc.gov/poster</a> Job Posted by ApplicantPro

Rousselot

Sales Support and Marketing Assistant

Administrative Skills

Analysis Skills

Brochures

Budgeting

Business Administration

Calendar Management

Communication Skills

Customer Relationship Management (CRM) Systems

Data Entry

Data Import/Export

Data Quality

Decision Support

Detail Oriented

Direct Marketing

Email Marketing

Establish Priorities

Event Management

Event Marketing

Lead Generation

Logistics

Market Trend Analysis

Marketing

Marketing Campaign

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Multitasking

Newsletter

Onboarding

Online Marketing

Operational Support

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Process Development

Product Programs

Project Development

Revenue/Sales Reporting

Sales

Sales Analysis

Sales Campaigns

Sales Operations

Sales Qualification

Sales Support

Salesforce.com

Schedule Development

Social Media

Team Player

Time Management

Track Customer Issues

Trade Shows

Travel Planning

Webinar

Writing Skills

Talent Acquisition

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Small Business SpecialistUMB Bank

Sales Support and Marketing AssistantRousselot

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