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Regional Commercial Sales Support Specialist

at PrimeWest Mortgage

Posted: 2/11/2020
Job Status: Full Time
Job Reference #: 20-0047-3
Keywords: sales

Job Description

FirstBank Lubbock Bancshares began with the vision of one man, Barry Orr, and a promise.  Barry promised his wife and friends that he would start a bank that would become profitable through relationships, hard work and determination.  "It is our goal to be the BEST community bank in the Lubbock area," states Barry Orr, Chairman & CEO.  "We knew we could help build a better Lubbock by serving the needs of customers our way."

Under general direction, the Regional Commercial Sales Support Specialist will act as a liaison between the Commercial Business & Sales Effectiveness Manager and the Commercial Sales Executive Leadership teams within the member banks, which includes but is not limited to Commercial, Treasury Management, Payment Solutions, and Retirement Plan Services. This position focuses on regionally supporting the Senior Commercial Leaders and Commercial Bankers in increasing retention, growth and development of commercial client relationships. Responsibilities include providing a high level of internal customer support; understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.

Commercial Sales Support
1.    Partners with Commercial Sales colleagues to support the management of the overall customer experience model for each bank within the region, which includes the reassignment of opportunities, prospects, and leads of any termed bankers
2.    Imports leads for commercial sales into Salesforce
3.    Assists with pipelining/forecasting
4.    Supports the Commercial Sales Leaders in the delivery of sales coaching to their sales teams within the banks, which includes understanding the sales culture and vision within each bank
5.    Provides industry/business analysis for Commercial Sales
6.    Prepares pre-call planning prep and materials for Commercial Sales client meetings 

Sales Management Support
1.    Manages regional Commercial Sales dashboard with account/relationship reassignments with the Commercial Business & Sales Effectiveness Manager  for ongoing accuracy
2.    Generates and distributes bank specific Salesforce reporting to the member banks 
3.    Records reassignment of all Commercial Sales colleagues within assigned region 
4.    Coordinates and prepares materials for Commercial Sales meetings
5.    Enforces management direction with automated follow-up
6.    Acts as a liaison between Marketing and Commercial Banking at the bank level to ensure marketing events/campaigns align with the Customer Experience Model
7.    Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns
8.    Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.

Salesforce Support
1.    Acts as the primary Salesforce administrator for the member banks within their region, which includes;
a.    Maintaining data integrity in the system (keeping household data correct, maintaining accurate customer, prospect, lead and COI data)
b.    Extensive knowledge in all aspects of Salesforce to allow for enhanced usage of capabilities, such as campaign management, etc. to further sales efforts
c.    Working with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly
2.    Supports Salesforce training under the direction of the Commercial Business & Sales Effectiveness Manager, with a focus on consistency of process and procedure 
a.    Training includes but is not limited to; initial Salesforce rollout; system enhancements; release updates; and new hire training for Commercial Sales colleagues
b.    Actively identifies training and development needs within the banks and effectively communicates those needs to the Commercial Business & Sales Effectiveness Manager 

1.    Performs other duties as assigned. 

1.    1-3 years banking related experience, preferably with related experience in sales and commercial banking
2.    Bachelors Degree in Business Administration, Finance, or related field
3.    Proficient with Microsoft Office Suite to include:  Word, Excel, PowerPoint, and Outlook
4.    Excellent interpersonal and customer service skills
5.    Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment
6.    Demonstrated accuracy and thoroughness

Schedule Weekly Hours:


Time Type:

Full time

It's always more fun to say "hello" and "thank you" in person, but in today’s electronic world, such opportunities are often diminished. Taking time to visit our career site might be the beginning of a relationship, or it might be one more way of continuing a relationship that has been in place for some time. Either way, we would like to say "welcome" to PrimeWest Mortgage and extend an invitation to visit us any time at any of our locations.

At PrimeWest Mortgage, we believe that outstanding customer service is the most important core value we can offer you. Our employees strive for it by understanding your particular situation and providing products and services that exceed your expectations. We know that customer trust and satisfaction must be earned every day and in every way.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

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Posted 30+ Days Ago

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Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!