Full-Time

Sales Administration Specialist

Posted on 10/25/2024

SWBC

SWBC

11-50 employees

Consulting
Fintech
Financial Services

Entry, Junior

San Antonio, TX, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Market Research
Communications
Word/Pages/Docs
Marketing
Excel/Numbers/Sheets

You match the following SWBC's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s Degree from an accredited four-year college or university in Business Administration, Marketing, Public Relations, Communications, or related field from an accredited college or equivalent work experience (minimum one (1) year) required.
  • Minimum of one (1) year administrative experience in a sales or marketing environment required, preferably in the financial services or insurance industry.
  • Working knowledge of sales strategies, tactics, and tools.
  • Working knowledge of product positioning, promotions, market research, and recognizing trends and opportunities.
  • Proficient Microsoft Office skills, including Outlook, Word, Excel and Power Point.
  • Excellent verbal and written communication skills.
  • Excellent and effective editor skills, especially in the areas of grammar, punctuations, style, and the like.
  • Solid business acumen and problem-solving skills.
  • Strong project management skills.
Responsibilities
  • Constructs and distributes key sales documents, such as proposals and contracts by utilizing approved templates.
  • Processes sales documents, such as executed agreements, cancellation notices, etc. through coordination and communication with product owners, corporate departments, and stakeholders.
  • Documents key data in our Customer Relationship Management system to ensure client data quality standards.
  • Monitors the Sales Administration email inbox to include handling and responding to requests in a timely manner and within department service standards.
  • Performs regular proposal audits with product owners, subject matter experts, and stakeholders to ensure proposal content is accurate and updated with relevant enhancements or program changes.
  • Assists sales team in preparation of sales presentations, as needed.
  • Performs all other duties as assigned.
Desired Qualifications
  • Experience with Salesforce, Upland Qvidian, or other related sales tools preferred.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1976

Simplify Jobs

Simplify's Take

What believers are saying

  • SWBC's Apple Pay integration improves customer experience and loan payment performance.
  • SWBC's municipal bond activities align with Texas' growing infrastructure investment demand.
  • SWBC's leadership hires in investment division boost growth in wealth management.

What critics are saying

  • SWBC faces competition from fintechs like Swivel in digital payment solutions.
  • BNPL solutions may expose SWBC to regulatory scrutiny and financial risks.
  • Municipal bond market volatility could impact SWBC's underwriting activities.

What makes SWBC unique

  • SWBC's integration with Apple Pay offers unique payment filtering for loan transactions.
  • SWBC's municipal bond underwriting strengthens its position in Texas' infrastructure investments.
  • SWBC's partnership with equipifi enhances its digital banking offerings with BNPL solutions.

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Benefits

Health Insurance

401(k) Retirement Plan

Work/Life balance

Employee engagement activities and recognition awards

Years of Service awards

Career enhancement and growth opportunities

Leadership Academy and Mentor Program

Continuing education and career certifications

Variety of healthcare coverage options

Wellness Program

Company News

PR Newswire
Jul 25th, 2024
Swivel Announces Unique Apple Pay® Integration Capability To Improve Loan Payment Performance For Community Financial Institutions

SAN ANTONIO, July 25, 2024 /PRNewswire/ -- SWIVEL, a transaction enablement fintech that removes friction in the movement of money for financial institutions and other payment communities, announced today its integration with Apple Pay® that enables its credit union and community bank clients to accept loan payments from members and customers through the mobile wallet. The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers.Jason O'Brien, CEO of SWIVEL. Within financial services, there exists a requirement in which institutions will not accept certain forms of payment (such as a credit card) against a consumer loan or auto loan. SWIVEL's integration with Apple Pay is unique in that it features a proactive capability that automatically filters cards loaded within a consumer's Apple Pay wallet and presents only the cards that can be used as acceptable payment options for an individual loan. This is strategically beneficial for credit unions and banks as it improves the customer experience by streamlining the loan payment process while improving the performance of payment reminders sent to customers through the mobile channel."The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers, but too often the opposite is the case when non-accepted payment options are presented to the consumer," said Jason O'Brien, CEO of SWIVEL. "With our innovative Apple Pay integration, we are solving that problem for the financial institutions we serve, supporting better digital banking experiences for their customers and driving better loan payment performance through the channel."

PR Newswire
Apr 3rd, 2024
Swbc Achieves Excellent Recognition Status And Demonstrates Unwavering Financial Stability

AM Best Awards Credit Ratings to SWBC Property and Casualty Insurance Company and SWBC RE, Ltd.SAN ANTONIO, April 3, 2024 /PRNewswire/ -- SWBC continues its remarkable journey of resilience and prosperity through strategic initiatives and solid dedication as a beacon of financial stability in the insurance industry. Charlie Amato, SWBC Co-founder and Chairman. Gary Dudley, SWBC Co-founder and President

PR Newswire
Sep 11th, 2023
Graham Joins Swbc Investment Company As Senior Vice President - Wealth Management

SAN ANTONIO, Sept. 11, 2023 /PRNewswire/ -- SWBC Investment Company is excited to announce that Kevin Graham has joined the company as Senior Vice President – Wealth Management. In this role, he is responsible for the strategy, design, development, and growth of the wealth management division. He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.Kevin Graham"Kevin has been developing investment solutions for investors and working with financial advisors for over 20 years," said John Tuohy, CEO at SWBC Investment Co. "As the financial markets continue to evolve, we believe now is an opportune time to recruit top advisors to our platform and deliver a number of private market offerings that will provide investors with access to innovative investment solutions. Our goal is to continue to build on the 47-year history of SWBC with focused expertise in wealth management."Graham has more than 20 years of experience in wealth management services, client experience enhancements, and product management oversight

PR Newswire
Aug 2nd, 2023
Former American National Executive Joins Swbc

SAN ANTONIO, Aug. 2, 2023 /PRNewswire/ -- SWBC is pleased to announce that Jim Pangburn has joined the company as CEO of SWBC RE, Ltd., the company's reinsurance division. Pangburn's roles and responsibilities will be multi-faceted to include maximizing reinsurance opportunities, as well as managing strategic partnerships across all lines of business, with a focus on financial institutions. He will also focus on his business relationships to look for opportunities to partner and grow the company.Jim Pangburn Joins SWBC"We are thrilled with Jim's decision to join SWBC," said Gary Dudley, SWBC President and Co-Founder. "He is a long-time friend and business partner, and with his leadership and track record of success, we know he will be a great addition to the SWBC team."Prior to joining SWBC, Pangburn worked for American National Insurance Company (ANICO) for more than 25 years, most recently as Executive Vice President – Specialty Markets Group. During his time at ANICO, he was responsible for the development, sale, and administration of the American National specialty insurance and credit-related insurance products and services."Jim brings a wealth of experience and deep understanding of the financial services industry," said Charlie Amato, SWBC Chairman and Co-Founder

PR Newswire
Jun 8th, 2023
Swbc Investment Services A Co-Manager On Northside Isd Bonds

SAN ANTONIO, June 8, 2023 /PRNewswire/ -- SWBC Investment Services, LLC, announced it was named Co-Manager on the $137 Million Northside Independent School District's Unlimited Tax School Building & Refunding Bonds, Series 2023A Tax-Exempt Municipal Bond financing transaction. The bonds are designated for renovations to school facilities.We look forward to continuing to help Texas issuers have success in the municipal bond market. Tweet this John Tuohy, CEO of SWBC Investment ServicesIssuer: Northside Independent School DistrictIssue: Unlimited Tax School Building & Refunding Bonds, Series 2023ASecurity Type: Municipal BondTax Treatment: Tax ExemptAmount: $137,040,000SWBC's Role: Co-ManagerSale Type: Negotiated UnderwritingSale Date: 4/18/2023Settlement Date: 5/17/2023Use of Proceeds: School Buildings"We are thrilled that once again, SWBC's capital markets team was a co-manager for Northside Independent School District here in San Antonio. We look forward to continuing to help Texas issuers have success in the municipal bond market," said John Tuohy, CEO of SWBC Investment Services.In 2018, SWBC Investment Services launched its municipal underwriting of New Issue Bonds for a diverse number of public entities, including cities and counties; higher education institutions; independent school districts; municipal utility, water, drainage, and special districts; and regional transportation districts. Since, the company has managed over $1 billion of new issue municipal bond financing transactions.About SWBCAs a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world

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