The Bancorp Bank

SBA Sales Associate

US
Type
Regular Full-Time

Overview

Position Summary

Support the small business lending sales team by performing a variety of activities to assist the department grow the SBA loan portfolio.

 

Responsibilities

Duties and Responsibilities:

  1. Act as the internal point person for assigned SBA Business Development Officer(s), handling existing client and prospect questions and ensuring that all direct sales-related support is provided in a timely and efficient manner.
  2. Work closely with the assigned Business Development team to strategically manage product growth within the assigned territory. Cold call and screen prospects within the territory assessing interest in company products, increasing brand penetration and generating meetings for assigned SBA Business Development Officer(s).
  3. Act as the internal sales desk and subject matter expert during the sales process. Explain SBA products and requirements in depth to ensure potential clients understand the loan application, loan documentation, credit review and approval processes for SBA loan products.
  4. Attend client conference calls with assigned Business Development Officer(s) and ensure follow up, outstanding items and materials are provided promptly.
  5. Work with assigned SBA Business Development Officer(s) and the department leadership team to prepare, design and implement marketing campaigns within the assigned territory.
  6. Research territory, identify opportunities and prospects for new business and make recommendations to leadership for planning campaigns to increase product penetration and name recognition.
  7. Manage assigned territory leads and accounts within the systems.. Update data within the system to assure leads are accurate and qualified.
  8. Update all sales activity within the territory to assure quarterly activity quotas are met.
  9. Manage territory pipeline
  10. Provide suggestions and recommendation on sales ideas, sales activities, and related tasks and coordinate execution of approved concepts.
  11. Work with others as needed to manage win-win solutions for the clients on process as well as credit and related issues associated with the client accounts and loan process.
  12. Perform other related duties as assigned.

 

Qualifications

Education/Experience:

    • An undergraduate degree in a related field or an equivalent combination of training and experience.
  • A minimum of 1- 3 years related SBA or sales support experience

 Other Qualifications:

  • Strong working knowledge of SBA loan products
  • Excellent verbal, written, and interpersonal communication skills
  • A team player able to work effectively in a team fostered, multi-tasking environment
  • Proficient in Microsoft Office suite, e.g. Excel, PowerPoint, Word, Outlook
  • Position is required to travel

“The Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability." 

 

 

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