Sales Support Officer III

Posted 9 Days Ago
Be an Early Applicant
Ontario, CA, USA
In-Office
30-42 Hourly
Mid level
Financial Services
The Role
Provide sales support for planning and executing client events and initiatives, track project plans, assist with budgeting, reporting, vendor research and contracts, support sales campaigns and presentations, and ensure compliance with policies and regulations.
Summary Generated by Built In

Exact compensation may vary based on skills, experience and/or education, and location.  This position is also eligible for an annual bonus.

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: 

  • Complies with, and stays abreast of all policies and procedures, federal and state laws applicable to the job. 
  • Work closely with the various Sales Support Group teams with a focus on customer expansion and retention.
  • Meet and exceed assigned sales and campaign objectives.
  • Make sales support presentations and demonstrations.  Responsible for ensure that initiatives are met through preparation, timeliness, and utilization of Bank approved collateral material.  
  • Responsible for supporting the Bank’s various strategies and initiatives.
  • Track and monitor project plans for various events, group and Bank initiatives. 
  • Assist with group level monthly budget planning and monitoring.
  • Perform in-depth group level monthly reporting.
  • Assist with site and vendor research for various Bank sponsored events.
  • Assist with the contract negotiation process and due diligence.
  • Assist with vendor payments, billing projections, and reconciliation.
  • Provide, present and promote The Citizens Experience to all internal and external customers.
  • Other duties as assigned.

 

Supervisory Responsibilities                                              

This job has no supervisory responsibilities.

 

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.

 

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 25% 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.

Salary Range:$30.18 To 42.26 Hourly

Exact compensation may vary based on skills, experience and/or education, and location.  This position is also eligible for an annual bonus.

Skills Required

  • Bachelor's degree or 3-5 years related experience or equivalent combination of education and experience
  • Proficiency with Outlook, Excel, Word, PowerPoint and project management software
  • Current driver's license
  • Ability to travel up to 25% by car or plane
  • Strong organizational, time management, reporting, and budget management skills
  • Ability to prepare and analyze group-level monthly reports and budgets
  • Experience supporting sales campaigns, presentations, and demonstrations
  • Experience with site and vendor research, contract negotiation, vendor payments, billing projections, and reconciliation
  • Ability to comply with federal and state laws, company policies, and procedures
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The Company
HQ: Topeka, KS
595 Employees
Year Founded: 1974

What We Do

On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18

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