Non-Licensed Sales Assistant at Palmetto Citizens Federal Credit Union

Columbia, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

0.0

Posted On

10 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Administration, Documentation, Order Entry, Billing, Record Keeping, Reporting, Customer Support, Communication, Coordination, Proposal Preparation, Event Organization, Data Analysis, Compliance, Multitasking, Time Management, Problem-Solving

Industry

Banking

Description

Salary Min Salary Max Overview The Non-Licensed Sales Assistant is responsible for managing sales processes, maintaining accurate records, and preparing reports and presentations. It includes responding promptly to customer inquiries, assisting with orders, and ensuring high customer satisfaction through effective communication and problem-solving. The position also requires coordination with the sales team to organize meetings, prepare client proposals, and support promotional events. Responsibilities Sales Administration & Documentation Assist in the preparation and processing of sales transactions, including order entry, billing, and required documentation. Maintain accurate and well-organized sales records, customer files, and databases. Prepare sales reports, metrics, and presentations as needed. Customer Support & Communication Assist with sales-related correspondence, phone calls, and emails. Respond promptly to customer inquiries regarding customer sales and service challenges. Ensure a high level of customer satisfaction through proactive communication and timely follow-up. Sales Team Support & Coordination Collaborate with the sales team to coordinate meetings, appointments, and travel arrangements. Support sales representatives by preparing proposals, quotes, and client presentations. Assist in organizing and participating in sales meetings, promotional events, and trade shows. Reporting, Analysis & Compliance Monitor sales metrics and assist in analyzing data to identify trends and opportunities. Ensure compliance with company policies, procedures, and applicable industry regulations. Cross-Functional Collaboration & Other Duties Work closely with departments such as marketing and deposit services to ensure seamless operations. Perform all other duties as assigned, ensuring accountability and alignment with organizational objectives. Qualifications High school diploma or equivalent; some college coursework preferred. 2+ years of experience in a sales support or administrative role is preferred. Exceptional organizational and time-management abilities, with a proven track record of managing multiple priorities efficiently. Excellent verbal and written communication skills, with a professional demeanor and attention to detail. Proficiency in MS Office (Word, Excel, Outlook) and CRM software (e.g., Salesforce) preferred. Ability to multitask, prioritize, and manage time effectively. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Responsibilities

The Non-Licensed Sales Assistant manages sales processes, maintains accurate records, prepares reports, and handles customer inquiries and order assistance to ensure high customer satisfaction. This role also involves coordinating with the sales team to organize meetings, prepare client proposals, and support promotional events.