Retail Franchising Coordinator jobs in Springfield, IL

Retail Coordinator is responsible for processing and maintaining the Retail Incentive Program for all retail staff, including Management, (across all banks) as well as performing multiple retail data reports on a monthly basis to support Executive Vice President of Retail/Financial Advisor. Retail Coordinator also assists with processing of Investment paperwork, setting up new accts, processing contributions/distributions and other duties as assigned.

The individual will work with all retail employees to answer questions regarding any of the criteria to meet incentive goals, enter CRM activity, or provide analysis on monthly payout questions.

In addition, the individual will track and report all data used for Quarterly Goals, as well as information supplied to the monthly Board Meeting. Use of CRM, Viewpoint, Microsoft Word, Excel and Power Point are vital, along with attention to detail, organization and ability to work independently.

Essential Duties & Responsibilities:

• Prepare/Review CRM Monthly Incentive Report

• Processing Monthly Carryovers from every retail employee

• Requesting and document all investment/insurance/Credit Card referrals from each bank/branch

• On a monthly basis-Preparing payroll for monthly incentives in a timely fashion:

• Tracking Quarterly progress on Manager Incentive-Preparing Monthly Net DDA report

• Preparing Monthly/Quarterly Deficit Balance Reports-Preparing NSF monthly report

• Updating UCB Intranet with current retail rankings/product penetration

• Track monthly ATM report-Preparing a monthly Board Report-Monitor

• Track all Closed Accts for each bank/brand-Provide Banker/Teller performance sheets to management for reviews

• Update Debit Card reports for all banks

• Track ODP Compliance Monitoring

• Track and Maintain the UCB Maintenance system (Randy/Billy)

• Process weekly Repurchase Agreement Confirmations

• Monitor ODP Loan Payments on a monthly basis

• Provide assistance with processing of all investment paperwork

• Recording Minutes for all CRM/Area Meetings-Other duties/projects as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Computer Requirements

• Proficiency in Microsoft Office (Word, Excel, Access, CRM, Viewpoint and Power Point).

Education/Experience Requirements

• High school diploma or equivalent

• Prior banking experience is preferred

Additional Requirements

• Excellent customer service skills

• Ability to communicate effectively with customers and coworkers

• Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor

• Knowledge of financial institution regulations

• Excellent Stress Management/Composure skills

• Problem Solving/Analysis skills

• Strong attention to detail

• Strong time management and organizational skills

• Ability to multitask

• Strong professional integrity in compliance with company policy, and ethical and legal standards

• Ability to practice discretion and handle confidential information in a professional manner

• Ability to perform duties independently with limited direct supervision

Attendance Requirements

Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided.

Certificates, licenses, or registrations:

• None Required

Working Conditions:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical requirements:

• Ability to sit for up to eight hours

• Requires bending, stooping or standing as necessary

• Requires the ability to hear, speak and/or signal people

• Effectively communicate verbally, in writing, and in English

• Requires manual dexterity, typing, and the ability to lift files and open filing cabinets

• The employee may occasionally lift and/or move up to 25 pounds