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Job Title: SAP Sales Assistant
Location: Danbury, CT
Type: Temporary to Permanent
Schedule: Monday-Friday, 8:30 AM - 5:00 PM
Pay Rate: $22 - $28 per hour
About Us: We are a leading company in the HVAC industry located in Danbury, CT, seeking a detail-oriented SAP Sales Assistant to join our Inside Sales Team. This position offers the opportunity for growth and advancement within our organization.
SAP Sales Assistant Requirements:
- Proven experience in a sales support or administrative role, preferably in the HVAC industry.
- Strong proficiency in SAP software with 1-3 years of hands-on experience.
- Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
- Mechanical and technical knowledge of HVAC parts and systems preferred.
- Exceptional attention to detail and accuracy in all tasks and communications.
- Effective communication skills, both written and verbal, to interact with team members and clients professionally.
Why Join Us:
- Opportunity to work with a dynamic team in a fast-paced and rewarding industry.
- Chance for career growth and advancement within the company.
- Competitive pay rate and benefits package.
- Collaborative and supportive work environment focused on teamwork and innovation.
SAP Sales Assistant Responsibilities:
- Provide essential support to the Inside Sales Team by assisting with various tasks and projects.
- Create accurate and timely quotes for clients based on their specifications and requirements.
- Facilitate the submission of client orders, ensuring completeness and accuracy in the process.
- Utilize mechanical and technical knowledge of HVAC parts to assist customers effectively.
- Utilize SAP software to manage sales orders, inventory, and customer data efficiently (1-3 years of SAP experience required).
If you are a motivated individual with SAP experience and a passion for providing excellent sales support, we want to hear from you! Apply now to join our team as a SAP Sales Assistant and take the next step in your career.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $22 - $28 Hour
- Danbury, CT 06810
- 5/14/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 5/9/24