SUMMARY: The Sales Project Administrator is responsible for supporting the commercial private banking sales team by managing prospecting initiatives, identifying business opportunities, and assisting with client-focused marketing efforts. This role requires strong project management skills, attention to detail, and the ability to collaborate cross-functionally with relationship managers, marketing teams, and other internal stakeholders. The ideal candidate is highly organized, proactive, and skilled in data analysis, sales enablement, and marketing coordination.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Assist the sales team in identifying and researching potential commercial private banking clients.
- Develop prospecting lists, track outreach efforts, and provide data-driven insights on market trends.
- Coordinate with internal teams to prepare sales presentations, proposals and client facing materials.
- Support relationship managers with customer segmentation and opportunity pipeline management.
- Manage sales related projects from initiation to completion, ensuring timely execution and alignment with business objectives.
- Organize and track key sales initiatives, ensuring follow-ups and deliverables are met.
- Partner with sales leadership to enhance CRM usage, ensure accurate data tracking and reporting.
- Assist in the planning and execution of client events, webinars, and networking opportunities.
- Identify relevant industry events and assist with participation efforts.
- Ensure sales materials are up to date, relevant, and aligned with the bank's brand and messaging.
- Manage, facilitate and execute projects identified by the Division Executive.
- Analyze sales performance data, prepare reports, and provide recommendations for optimizing sales strategies.
- Maintain and organized repository of sales and marketing collateral for quick access by the team.
- Identify, analyze, and monitor issues that affect profitability, growth, and productivity.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degree Business, Finance, Marketing, or related field required
EXPERIENCE
- 1-3 Years relevant experience required
- May consider alternate combination of education and experience required
- Extensive background in reporting, budgeting and strategic planning required
- Some statistical and numerical analysis preferred
CERTIFICATES, LICENSES, REGISTRATIONS
- Professional industry specific certification required
KNOWLEDGE, SKILLS AND ABILITIES
- Strong project management skills with the ability to handle multiple tasks simultaneously.
- Proficiency in CRM tools (e.g., Salesforce) and Microsoft Office Suite (PowerPoint, Excel, Word).
- Excellent communication and presentation skills.
- Ability to analyze data and provide actionable insights for sales growth.
- Highly organized, proactive, and capable of working in a fast-paced environment.
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BankUnited
May 28, 2025