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Sales Support Coordinator - Commercial Banking

Company: Union Bank
Location: Irvine
Posted on: January 15, 2022

Job Description:

Are you passionate about creating an exceptional client experience?Discover your opportunity with Union Bank -, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients' best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We're part of 180,000 colleagues around the globe striving to be the world's most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.Join Union Bank, where being inspired is expected and creating results is rewarded.Provide a wide range of sales & marketing support to Regional Manager, Relationship Managers, Business Development Officers (BDOs) and other sales officers as assigned. The purpose of this role is to allow sales officers to spend more time selling while aiding them in generating new leads and new business.
Major Responsibilities:
Coordinate and produce proposals, presentations, customized requests for proposals, and formal requests for proposals.
Prepare presentations and proposals, and supporting marketing materials, distribute new or updated collateral or sales support materials as needed.
Generate and maintain record keeping for new & current business lead databases and lists for internal distribution.
Support the sales reporting and tracking process: Assist sales staff with new account procedures and setting up new accounts. Provide sales implementation/liaison work to help transition new business to the bank.
Coordinate efforts or serves as liaison with other staff and business partners as needed.
Must adhere to all Bank, Business Line, Compliance and Marketing standards, policies and procedures.
May be involved in meeting & conference coordination and planning, including maintaining officer and manager calendars, arranging for meetings, travel and appointments as assigned and within budget guidelines.
May provide miscellaneous office management services, to include office supply procurement, general expenditure and budget management.
Risk Management: The employee will be expected to demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.
The employee is expected to further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files and business transactions.Required Experience:

  • 3-5 years' support experience in a sales environment
  • Basic Knowledge of all products and services for the business line supported.
  • Demonstrated knowledge and experience with sales and marketing support.
  • Excellent communication and presentation skills, both verbal and written.
  • Strong creative and organizational skills.
  • Ability to work independently, with some supervision, and manage multiple projects with a large volume of deadline related work.
  • Intermediate PC skills in all Microsoft programs.
    The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.

Keywords: Union Bank, Irvine , Sales Support Coordinator - Commercial Banking, Sales , Irvine, California

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