Berkshire Bank · 6 hours ago
Sales Support Specialist - New York City, NY
New York, NY
Full-time
Onsite
Entry Level
$19.56/hr - $30.22/hr
2+ years expBerkshire Bank is a financial institution seeking a Sales Support Specialist. The role involves assisting the EVP with administrative and operational functions while acting as a liaison between Sales and Customer Experience Representatives, as well as managing relationships with manufacturers.
BankingFinancial Services
Responsibilities
Generate weekly pipeline reports by Loan Officer
Maintain and update the sales pipeline assuring transparency with the CX and various departments
Work closely with the Loan Officers with travel calendars and trip and site visit reporting
Point of contact with specific manufacturers communicating transaction updates
Coordinate manufacturer reporting on monthly sales volume and buy down programs
Maintain monthly vendor incentive programs
Collaborate with sales and marketing on programs and specific promotions
Maintain CRM updating and tracking lead assignments and follow-up
Assist in preparing presentations, reports, and marketing materials for sales meetings and client outreach
Create and maintain customer/borrower/vendor lists and LO assignments
Prepare and distribute sales-related correspondence, follow-ups, and information requests
Attend sales meetings to document action items and follow-up
Work closely with Sales and Collections to assist with delinquent accounts
Qualification
Required
Minimum of 2–3 years of experience in sales support, client service within financial services
Organized, detail-oriented multitasker who thrives under pressure
Outstanding communicator—professional, approachable, and client-focused
Trustworthy with confidential info and a true team player eager to learn and grow
Strong organizational and follow-up skills with attention to detail
Excellent verbal and written communication skills
Ability to manage multiple tasks and shifting priorities in a fast-paced sales environment
Proficient in Microsoft Office and CRM platforms (Salesforce, nCino or similar)
Preferred
General familiarity with commercial lending or equipment finance preferred
Company
Berkshire Bank
Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-07-20IPO
Leadership Team
Nitin Mhatre
President & CEO - Berkshire Hills Bancorp
Ashlee Picard Flores
Chief Compliance Officer
Recent News
Providence Business News
2026-01-09
Morningstar.com
2026-01-09
Providence Business News
2025-11-06
Company data provided by crunchbase