Bank of the West Military and Veterans Banking Jobs

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Bank of the West Sales Administration Associate II in San Ramon, California

Sales Administration Associate II


At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Responsible for a variety of administration functions in support of the sales force. Conducts data analysis and data maintenance to prepare sales activity and other reports of various regions. Responsibilities also include a variety of project duties such as developing sales tools, job aids, to assist the sales process and to ensure optimal sales execution and attainment of growth objectives.

Essential Job Functions

  • Develops analyses to measure the trends, efficiencies and effectiveness of sales and account representatives marketing and sales resource allocation and utilization

  • Works on projects that include analysis, developing, monitoring and updating strategies to meet deliverables.

  • Assists with sales quotas in accordance with the profit plan

  • Maintains and complies sales data verifying the accuracy of the data and acting as a liaison with other business partners in identifying and resolving problems

  • Coordinates in the implementation of approved sales programs

  • Participates in the organization of sales meetings or other appointments

Other Job Duties

  • Documents the sales processes, including identification of process inconsistencies or inefficiencies; makes recommendations to improve

  • Partners with sales team by providing sales support information tools Manages ad-hoc sales support projects

  • Performs other duties as assigned.


Required Experience

  • Requires practical knowledge of job area typically obtained through advanced education combined with experience.

  • Mortgage Experience with strong knowledge of mortgage products and mortgage pipeline flow.


  • Associate's Degree or equivalent combination of training and experience

  • High School Diploma or GED Required


  • Proficient computer skills, mathematical skills (in Excel) and planning & organizational skills.

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: Administrative / Clerical

Location: United States-California-San Ramon

Requisition ID: 056131