Role Overview
Join one of the fastest growing financial institutions in the country and get first-hand experience in all aspects of wealth management. Identify business leads using data analytics across our CRM and marketing CMS platforms.
What You Will Do
Research leads/prospects/clients, identify key contacts, and use marketing resources to generate interest through various channels. Create and interact with sales teams to gather and analyze business needs and goals.
Why It Might Be a Fit
You’ll have the opportunity to work with the latest technology to uncover valuable growth opportunities for the business. You’ll also participate in training programs to migrate to an outbound sales effort.
Requirements
- Basic knowledge of sales-focused CRM, including Salesforce.com
- Basic understanding of marketing strategy and concepts
- Basic understanding of analytics
- Ability to work in an Agile environment remaining flexible and adaptable
- Intermediate level proficiency with Microsoft Word, Excel, and Outlook
Benefits
- Employer-sponsored health, dental, and vision insurance
- 401(k)
- Life insurance
- Paid vacation
- Paid personal time
- Career development
- Education assistance
- Voluntary supplemental benefits
To apply for this job please visit commercebank.wd1.myworkdayjobs.com.
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