Representative

• Serve as a primary contact between commercial banking clients and the Bank
• Assist Commercial Relationship Managers with servicing clients across loan types, including large and complex loan portfolios
• Maintain and expand client relationships through overall client support services
• Handle day-to-day client calls, transactions and problem resolution
• Respond to account inquiries, perform account maintenance and research and resolve client problems
• Execute client transactions within delegated authority, including transfers, withdrawals, distributions, wire transfers, payments, fee waivers or refunds and overdrafts
• Escalate requests outside specified norms or requiring Relationship Manager approval
• Obtain financial statements, tax returns and business documentation for loan applications
• Coordinate with attorneys, title companies and other vendors on UCC searches, title work, OFAC environmental reports, appraisals and flood determinations
• Review and organize loan documentation, legal loan files and digital records
• Prepare and review client account documents for Relationship Manager meetings
• Submit complete documentation packages for loan boarding and funding
• Upload complete documentation to Director/Unity Client and maintain timely imaging
• Create Credit Track ticklers and help obtain information to clear them
• Support validation of legal entities, real estate collateral, UCC and titled collateral
• Support treasury and deposit products and internal referral programs
• Ensure compliance with ethics, anti-money laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements
• Maintain knowledge of regulatory, legal and credit policy requirements
• Attend training, operational and exception meetings
• Generate or obtain assigned reports, review them for accuracy and compliance, and make corrections
• Reconcile client accounts, enter financial data and monitor policy exceptions as needed

Commercial Banking Representative II

• Execute brand strategy and tactics in the field
• Manage assigned territory and targeted accounts
• Build strong customer relationships and solve customer needs
• Deliver sales performance, brand KPIs, financial targets, and marketing objectives
• Create pre-call plans and conduct post-call evaluations
• Handle objections, concerns, and misunderstandings during sales calls
• Gain logical calls to action and close sales calls
• Serve customer needs and build trusted customer relationships
• Develop and execute call plans to optimize coverage and frequency for key customers
• Build knowledge of customer needs, territory landscape, competitors, market segments, accounts, disease, products, clinical information, and sales practices
• Share market intelligence with field, brand, and sales teams
• Differentiate AbbVie's value proposition with health providers
• Identify, develop, and maintain disease-state experts and speakers/advocates
• Operate within AbbVie's business code of conduct, policies, and applicable laws and regulations

Specialty Representative, Migraine

• Execute AbbVie’s brand strategy and tactics in the field
• Deliver sales performance, brand KPIs, financial targets, and marketing objectives
• Manage the assigned territory and targeted accounts
• Build strong customer relationships and solve customer needs
• Create pre-call plan objectives and conduct post-call evaluations
• Handle objections and gain calls to action to close sales calls
• Serve customer needs and develop trusted customer relationships
• Develop and execute call plans to optimize coverage, frequency, access, and sales opportunities
• Build knowledge of customer needs, territory market landscape, competitors, market segments, accounts, disease, products, clinical information, and sales practices
• Share market intelligence with in-field, brand, and sales management teams
• Differentiate AbbVie’s value proposition with assigned healthcare providers
• Identify, develop, and maintain disease-state experts and speakers/advocates
• Operate within AbbVie’s business code of conduct, policies, and applicable laws and regulations

• Enter orders and manage data
• Utilize internal systems to process purchase orders
• Build knowledge of product lines to meet vendor requirements and standards
• Communicate with sales teams and other departments to ensure timely order processing
• Work with the Product Management team on product/SKU updates
• Perform general customer service tasks
• Manage partner account creation and maintenance
• Assist with sales support functions
• Work with designated sales territories to build relationships and knowledge of reseller partners and purchase order requirements
• Securely handle customer credit card information and maintain PCI compliance guidelines

Order Entry Representative

• Process time-sensitive orders and provide technical assistance on master key system design
• Analyze customer security requirements and determine optimal master key solutions
• Interact with external customers via email and phone
• Collaborate with sales, operations, marketing, IT, and finance
• Plan and design Schlage master key systems under supervision
• Complete Schlage master key order entry functions within quality and production metrics
• Develop understanding of master key solutions and key control policies and procedures
• Provide consultation to end users, sales representatives, and dealers
• Manage customer service and support interactions through calls, emails, and requests
• Communicate basic order management functions, products, and features for Allegion brands
• Maintain sensitive customer records in physical and electronic formats
• Tailor support approaches to customer needs within established guidelines
• Gather and document service request information using CRM tools
• Utilize and manage appropriate ERP business systems
• Accurately receive, edit, and enter customer purchase orders
• Meet master key order entry audit metrics
• Contact customers to resolve unclear order issues
• Participate and collaborate in virtual meetings
• Perform additional duties as assigned

Master Key Representative

• Service multiple customer locations
• Receive and stock purchased product in designated customer locations
• Ensure product stocking levels by scanning for ordering purposes as inventory is depleted
• Resolve customer problems promptly to retain and promote customer loyalty
• Follow designated route defined by routing software tools and maintain route guides
• Identify continuous improvement opportunities in productivity, process, and cycle time
• Comply with safety and inspection requirements of customer facilities
• Help create new orders by engaging with customers to identify additional product needs
• Probe for customer needs during each site visit
• Work with sales partners to expand Grainger offerings
• Manage customer inventory through the KeepStock program
• Support assigned customers and provide outstanding customer service

On-Site Service Representative

• Build and maintain relationships with assigned on-premise accounts such as bars, restaurants, and entertainment venues
• Increase product availability in draft and package formats, drive sales, increase brand visibility, and enhance consumer loyalty for the Constellation Beer portfolio
• Report directly to the Manager, On-Premise Market Execution
• Develop and manage key on-premise account relationships within the assigned territory
• Promote development of the Constellation beer portfolio as a local brand ambassador
• Achieve sales targets and distribution goals by executing sales initiatives and securing new placements
• Conduct regular account visits to ensure product placement, stock rotation, and POS material execution
• Identify and pursue new business opportunities
• Execute on-premise strategies and key sales priorities across assigned accounts
• Plan and execute events, samplings, staff trainings, and promotions
• Educate account staff and consumers about Constellation products and selling points
• Activate marketing programs and brand activations
• Secure distribution for new innovations and execute support plans to drive trial, awareness, and consumer feedback
• Monitor competitive activity, market trends, and consumer preferences
• Provide sales activity, account and consumer feedback, and event outcome reports
• Collaborate with local sales teams and distributor partners
• Maintain accurate records of sales calls, account activity, activation feedback, expenses, and market activity
• Participate in team meetings, training sessions, and distributor work-withs
• Represent Constellation at local industry events, festivals, promotions, and trade shows
• Perform additional duties as required

Representative jobs in Colorado

Commercial Banking Representative II

Specialty Representative, Migraine

Specialty Representative, Migraine

Order Entry Representative

Master Key Representative

On-Site Service Representative

On Premise Representative