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Cash Management Sales and Marketing Assistant - Harrisburg, PA

Mid Penn Bancorp Inc.
Full-time
On-site
Harrisburg, Pennsylvania, United States

A great banking experience begins with a great team! Mid Penn Bank is actively seeking a Cash Management Sales and Marketing Assistant to join our team in Harrisburg, PA.

We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

 Position Overview

The Cash Management Sales and Marketing Assistant is responsible for performing a variety of sales and marketing duties to support the cash management function.  This individual will assist with market analysis and research, product and service promotion, and administrative duties to support the business unit with achieving assigned goals.  The Cash Management Sales and Marketing Assistant will assist with activities to help calling officers generate sales leads and uncover opportunities to expand customer relationships.

 Essential Duties and Responsibilities:

  • Assists with sales support including, but not limited to, account and market research, building out marketing plans to target key business segments, making marketing requests, preparing customer and prospect presentations, and building prospect information files. 
  • Assists calling officers with pipeline management to ensure cash management activities are moving at an appropriate speed.
  • Contacts customers as directed and responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
  • Assists calling officers with pre-call planning and preparation. 
  • Collaborates with marketing to develop requested sales and marketing collateral.
  • Acts as a liaison to retail branches to assist with communications, training, and sales activities.
  • Assists with planning and execution of sales meetings and other events.
  • Supports utilization of the company’s customer relationship management system (inputs information, generates reports, analyzes information to help identify potential opportunities).
  • Possesses sufficient knowledge of financial products and services in order to identify potential opportunities to expand customer relationships.
  • Identifies and resolves problems that impact customer satisfaction and retention.  Escalates situations to appropriate team members.  Looks for opportunities to transform service inquiries, problems, or complaints into leads for calling officers to educate and cross-sell on additional products and services to better fit customer needs.
  • Assists with and acts as a liaison to various departments to gain information needed for an exceptional customer experience and helps to avoid unnecessary errors or follow-up. 
  • Resolves customer issues and problems; provides assistance to employees with cash management questions.
  • Reports on success of assigned productivity metrics established with manager (sales activities and results).
  • Completes reports on a regular agreed upon basis (Merchant Services reports, Elan CC reports, Cash Management reports, etc.) to help communicate results, trends, or other department activities.

 Education & Qualifications

  • A high school diploma or equivalent required; B.A. or B.S. in Business, Marketing or related field preferred.
  • A minimum of two (2) year’s related experience normally required.
  • Regular and predictable attendance is required.
  • Ability to travel to locations in the Mid Penn Bank footprint is required (up to 75% of the time).

 Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.  

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.  

 EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.