Sales Support Specialist

• Schedule meetings, plan events, manage calendars, and handle correspondence to facilitate smooth operations.
• Prepare loan applications, treasury management documentation, and deposit applications.
• Assist in crafting loan approval presentations and post-approval modifications.
• Coordinate collateral release and documentation changes.
• Liaise with attorneys, appraisers, title companies, and other third parties to ensure accurate documentation for loan closings and account openings.
• Support audits, examinations, and compliance reviews, ensuring target maintenance of past due accounts and file exceptions.

• Organize and prepare sales presentations, materials, and proposals to assist the sales team.
• Identify sales opportunities to drive performance.
• Conduct market research and analysis to identify trends and growth opportunities, providing valuable insights to the sales team.
• Aid in developing and implementing sales strategies and promotional activities to meet targets.
• Plan and execute customer appreciation events.

• Support the onboarding of new Commercial Banking team members, ensuring they understand sales processes and product knowledge.
• Act as a communication conduit between the Commercial Banking team, other departments, and external stakeholders to promote collaboration.
• Perform additional tasks assigned.

• Exceptional organizational and time management skills for handling multiple tasks effectively.
• Proficiency in Microsoft Office Suite, DocuSign, Co-Pilot, and internal CRM software; strong Excel and PowerPoint skills required.
• Excellent written and verbal communication skills for effective interaction with internal and external customers.
• Ability to work collaboratively and engage with various stakeholders to achieve goals.
• Analytical mindset for interpreting sales performance data and generating actionable insights.
• Previous experience in sales support, management, or administration is preferred.
• A bachelor's degree in business administration or a related field can be advantageous.
• Experience in loan processing, closing, servicing, origination, and administration; account opening expertise is a plus.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)