or email this job to apply later

POSITION SUMMARY

The Sales Support Specialist will provide outstanding customer service to both our TFSB clients and field managers. In addition, they will perform administrative, organizational, and clerical support necessary for TFSB to achieve our sales goals and objectives. This person will significantly contribute to TFSB's commitment to provide extraordinary customer care to our customers, both internal and external to TFS.

Major Responsibilities:

Receive inbound calls from clients to address a variety of requests; loan (application or account), deposit (application or account), rates and product related questions, and online banking support.
Receive inbound calls from field managers to address a variety of loan processing, deposit processing, account maintenance, and reporting and product related issues.
Take deposit and loan applications over the phone when requested.
Process/monitor deposit applications and follow up through new account opening.
Facilitate online baking access for business deposit customers.
Work with vendors on various account maintenance, issues, updates etc.
Other responsibilities include data entry, filing, faxing, copying, emailing, contacting vendors, ordering client gifts and coordinating meetings.

40 % Duties:

Sales Support

Receive inbound calls from clients to address a variety of requests; loan (application or account), deposit (application or account), rates and product related questions, and online banking support.
Receive inbound calls from field managers to address a variety of loan processing, deposit processing, account maintenance, and reporting and product related issues.
Take deposit and loan applications over the phone when requested.
Process/monitor deposit applications and follow up through new account opening.
Facilitate online baking access for business deposit customers.
Work with vendors on various account maintenance, issues, updates etc.
Other responsibilities include data entry, filing, faxing, copying, emailing, contacting vendors, ordering client gifts and coordinating meetings.

20 % Duties:

Primary back up of Sales Administration Data Management

Maintain and update customer/sales data to Salesforce.
Monthly sales performance reporting.
Generate ad hoc reports as requested.
Assist other departments with data and data reconciliation as necessary.

Deliver necessary administrative support including mailing list, direct mail distribution, and ad hoc admin

CES Limited

Apply Online

or email this job to apply later

Report this job