Mid Penn Bank · 12 hours ago
Cash Management Sales and Marketing Assistant - Harrisburg, PA
Harrisburg, PA, US
Full-time
Hybrid
Entry Level
2+ years expMid Penn Bank is actively seeking a Cash Management Sales and Marketing Assistant to join our team in Harrisburg, PA. This role is responsible for performing a variety of sales and marketing duties to support the cash management function, including market analysis, product promotion, and assisting calling officers in generating sales leads.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
A high school diploma or equivalent required
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)
Preferred
B.A. or B.S. in Business, Marketing or related field
Benefits
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
Tuition reimbursement
Participate in mentorship programs
Receive individualized development and career counseling
Participate in Mid Penn University courses and development programs
Company
Mid Penn Bank
Mid Penn Bank is a bank that specializes in banking and investment services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2024-11-01Post Ipo Equity· $70M
2020-03-20Post Ipo Debt· $15M
1997-05-07IPO
Leadership Team
Rory Ritrievi
President and CEO
Jordan D. Space
SEVP, President of the Private Bank and Chief Operating Officer of the company
Recent News
2026-01-09
2026-01-05
2025-09-26
Company data provided by crunchbase