Retail Sales Support Specialist

BASIC FUNCTION

The Retail Sales Support Specialist provides administrative, reporting, and operational support to the SVP, Retail Sales Administrator and the Retail Banking division. This position assists with recurring reports, tracking, data maintenance, budget support, campaign coordination, vendor follow-up, portfolio monitoring, and managed system administration, including the Weiland commercial account analysis platform. The role supports efficient department operations by helping organize information, maintain accurate records, coordinate follow-up, and prepare materials used for business reviews, planning, and decision-making.

MAJOR RESPONSIBILITIES

• Builds and maintains productive relationships with key business partners, internal resources, and FISERV client support.
• Serves as the central point of contact for Weiland change requests and system modifications.
• Ensures accurate assignment of service items and ECR credits monthly.
• Develop and maintain training manuals and procedures for all managed systems.
• Identifies and corrects system-user errors, communicates findings to employees and management, and supports coaching on proper system usage.
• Prepares and maintains recurring department, municipal, production, pipeline, dashboard, budget, and portfolio reports.

• Manages and audits retail sales production tracking and incentive plans.
• Ensures adherence to campaign requirements and accurate reporting of results.
• Provides administrative support for campaign tracking, product initiatives, list maintenance, disclosure preparation, and related follow-up.

• Assists with municipal and deposit relationship support, including tracking, reporting, servicing follow-up, and record maintenance.
• Maintains tracking for deposit portfolios, relationship activity, customer trends, and other recurring portfolio review items.
• Summarizes trends and prepares supporting information for management review.

• Supports budget monitoring, budget preparation, conference planning, meeting coordination, special projects, branch activity tracking, and other administrative planning needs.
• Provides support for business development programs, proposals, RFPs, pipeline tracking, and related sales administration activities.
• Coordinates vendor, system, and operational follow-up for managed platforms and department programs.
• Assists with compliance, policy, procedure, exception, and disclosure tracking and reporting.
• Supports rate monitoring, forecasting, goal tracking, and deposit strategy reporting.

• Creates and prepares ad hoc reports as needed.
• Performs other duties as assigned.

JOB REQUIREMENTS

Education:

High School Diploma or GED

Experience and Skills:

• Minimum of five years of retail banking experience.
• Strong conceptual, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and meet deadlines in a fast-paced environment.
• Proven customer-centric service skills when interacting with employees at all levels of the organization.
• Effective time management, organizational, and data management skills.
• Proficiency with Microsoft Office tools, including Excel.
• Strong computer and reporting skills.
• SQL writing experience preferred.
• Knowledge of banking regulations and standard practices.

• Experience supporting recurring reporting, data validation, dashboard maintenance, budget tracking, vendor coordination, and administrative planning activities preferred.

Benefits