Bank of the West Sales Support and Analysis Manager in San Francisco, California

Sales Support and Analysis Manager


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Coordinates training and marketing needs for CRES Sales Team. Responsible for Cross Sell and Customer Survey tracking and reporting. Works with National Sales Manager to develop strategic goals for CRES Sales Team. Acts as CRES Sales liaison with RBG and other internal departments. Coordinates communication and administrative issues between CRES Sales Force and all areas of CRES and NFG.

Essential Job Functions

  • Responsible for the ongoing development of administrative support of all issues related to the success of the CRES Sales Team. Partners with the CRES National Sales Manager in the ongoing needs associated with attaining the sales goals, profitability goals, expense management, referral goals, customer experience goals and other related activities of the CRES Sales Team.

  • Partners with various business groups (i.e. RBG etc.) to ensure cooperative relations in promoting mortgage loans and related products.

  • Participates regularly in CRES Management meetings and activities. Presents various reports; survey results; and trends resulting from strategic direction.

  • Partners with CRES National Sales Manager in all aspects of MBD Sales including: forecasting, budget process, performance analysis, compensation plans, compliance monitoring and enforcement, audit responses and corrective actions, and strategy development and implementation.

  • Acts as primary liaison for all Divisions/Group for Mortgage Banking.

Other Job Duties

  • Performs other duties as assigned.


Required Experience

  • Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one area.

  • Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization.

  • Requires 10 years minimum prior relevant experience.


  • Bachelor's Degree Business Administration or related field

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Sales

Location: United States-California-San Francisco

Other Locations: United States-California-Los Angeles, United States-Arizona-Tempe

Requisition ID: 040430