Sales Associate at Customers Bank in Portsmouth, NH

Summary: Customers Bank is a super-community bank focused on delivering memorable customer experiences. The Sales Associate role involves participating in a training program, providing sales support, and delivering exceptional customer service to vendor partners and customers. Responsibilities: - Participate in a comprehensive six-month training program that includes hands-on experience working directly with CCF team members and direct live exposure to customers and vendor partners. Training will cover CRM systems, the full transaction lifecycle—from prescreens and credit underwriting to documentation, pricing, payoffs, and lease accounting. After completing your first year of service or at the managers discretion, you will also be eligible to pursue the Certified Lease & Finance Professional (CLFP) designation, sponsored by CCF at its discretion - Provide sales and account support for specific CCF verticals - Deliver exceptional customer service to existing vendor partners and direct customers - Support the vendor onboarding process, including CRM updates, due diligence collection, and coordination with credit/ops - Assist with transaction processing: gathering invoices, preparing preliminary pricing in TValue/SuperTRUMP, and ensuring complete packages for credit submission - Manage small client accounts under the guidance of senior sales staff, act as a point of contact for servicing and sales support - Conduct market research, lead generation, and list-building to support origination campaigns - Monitor and update Salesforce pipeline ensuring deal stages, amounts, and close dates are accurate - Assist in preparing presentations and reporting (PowerPoint, Excel, Salesforce dashboards) for vendor and internal meetings - Coordinate with Sales, Credit, and Operations to drive efficiency in processing both application-only and full financial deals - Participate in trade shows, customer visits, and vendor calls in a support capacity; light travel may be expected - Perform other duties as assigned, with a focus on learning the business and building toward future sales support and origination responsibilities Required Qualifications: - Candidates must be legally authorized to work in the United States now and in the future without the need for sponsorship - Strong communication skills (oral and written); comfortable interacting with customers and vendor partners - High level of organization and attention to detail; ability to manage multiple tasks simultaneously - Self-motivated with a team-first mentality and desire to learn - Positive “can-do” attitude and professional presence - Proficient in Microsoft Office Suite - Interest in learning pricing tools Preferred Qualifications: - Bachelor's degree preferred, or equivalent experience - 0–3 years of relevant work experience (finance, banking, leasing, or B2B sales support preferred) - Basic credit/financial acumen preferred; willingness to learn cash flow and credit concepts - Familiarity with CRM systems (Salesforce experience preferred) Required Skills: CRM systems, Salesforce Important Skills: Microsoft Office Suite, Credit/financial acumen Nice-to-Have Skills: Communication skills, Organization skills, Self-motivated, Positive attitude, Attention to detail