Now Hiring - Financial Services Sales Administration Specialist in Milwaukee, WI
Financial Services Sales Administration Specialist in Milwaukee, WI
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Provides project and analytical support to assigned business line or functional area. Performs research, analysis, review, development, implementations, and monitoring of new and/or revised products/services. Acts as a project liaison with other departments. Analyzes current costs and estimates the cost or cost savings. Compiles and analyzes information for an assigned project or areas making recommendations based on findings. May supervise a team of project staff.
- Bachelor's degree, or equivalent work experience
- Three to five years of Sales Administration or Sales Support experience
Preferred Skills/Experience
- Thorough knowledge of assigned business line or functional area
- Strong organizational and analytical skills
- Thorough knowledge of project management
- Ability to identify and resolve exceptions and to analyze data
Team Support
- Coordinate with Wealth and partner Marketing teams to ensure compliance of materials, creation of new joint marketing collateral, thought leadership distribution, and joint event coordination between Wealth and partners
- Help plan events to promote collaboration and education
- Work with Marketing on thought leadership insights for delivery through partner meetings
- Write ‘playbook’ processes to incorporate best practices to deploy with partners via WMC
- Create and update Sharepoint site for WMC reference tools and partner information, plans, processes, and updates
- Leverage data insights and external sources to research individuals behind companies that are clients of CCB/BB for more meaningful/faster introduction
Administrative
- Work with leader in executing against strategies with other partners, to include mortgage, CRE, Cards, Elevon, CMD, BB, BTIG, etc.
- Plan and coordinate the educational program with line of business partners
- Serve as a scheduler, coordinating calendars for WMC meetings with partners and prospects
- Coordinate healthcare specialist meetings for updates / new strategy education
- Create, maintain and distribute monthly leader reports to capture activities, referrals and successes
Salesforce
- Ensure that referrals are entered into Salesforce correctly and resolve problems that arise, communicating back to partners that initiated the referrals
- Salesforce problem resolution associated with payouts, and scorecard credits
- Backup for Salesforce referral management
- Manage tasks associated with onboarding new employees
- Provide team with updates on referral status within Wealth so that they can communicate to partners
Incentive Plans
- Review the monthly cash incentive payout calculations, review with referral leaders, conduct the audit and communicate with payroll
- Coordinate with Finance to ensure revenue share is properly recorded
- Work with Total Rewards managers in Wealth and partners to interpret incentive plan eligibility
Application Support
- Power point creation / assembly for prospect and internal partner presentations
- Create spreadsheets via Excel to maintain activity and team results
- Assist team with system applications
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $61,115.00 - $71,900.00 - $79,090.00U.S. Bank
10000+ Employees
1863
Banking & Lending
Financial Services
www.usbank.com
$10+ billion (USD)
49 Yes (amount not posted)
U.S. Bank
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U.S. Bank
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