Sales Coordinator
5 days ago
Cardiff
We are looking for a driven and detail-oriented Sales Coordinator to support our Sales Team at Streambank. This is an entry-level opportunity, ideal for someone starting their career who is eager to learn, work hard and progress within the Bank. This is a fully office-based role (5 days per week) where you will play a key part in keeping the sales function organised, efficient and moving forward. You’ll work closely with the Business Development Executives (BDE), acting as a reliable point of support and coordination behind the scenes. What you’ll be doing • Supporting Sales Team with day-to-day administrative tasks, • Managing and updating CRM systems and internal databases, • Preparing sales documents, ESIS/ DIPs, sales calculations, file set up, amendments, • Coordinating internal processes to support the sales cycle, • Liaising with BDEs to ensure tasks are completed efficiently and on time, • Liaise with lending operations to ensure deals progress to underwriting, • Tracking progress of deals and maintaining accurate records, • Assisting with data entry, analysis and reporting, • Ensuring all admin tasks are completed with accuracy and attention to detail What you’ll bring • A strong work ethic and willingness to start from the ground up, • A proactive, tenacious and task-driven mindset, • A genuine desire to learn and develop within a sales environment, • A positive attitude and openness to feedback, • Strong organisational skills and attention to detail, • The ability to manage multiple tasks and prioritise effectively Tools, skills and experience • Computer literate, with good working knowledge of Microsoft Office (Excel, Word, Outlook), • Strong written and verbal communication skills, • Comfortable working in a fast-paced, office-based environment, • Ability to build effective working relationships with internal teams, • Previous admin experience is beneficial but not essential This role is designed as a stepping stone into a Business Development Executive position. With strong performance, commitment, and development, there is a clear pathway to progress into a client-facing sales role. Company Values We live by our values every day, shaping how we work and what we deliver. • Own it – We take responsibility and make things happen., • Raise the standard – We strive for excellence and continuous improvement., • Build together – We collaborate, support and celebrate as one team., • See the bigger picture – We think strategically and act with purpose., • Respect – We treat everyone with fairness, integrity and openness. What you'll get We believe in rewarding our team and supporting your wellbeing, both in and out of work. • 30 days holiday plus bank holidays, • Generous company pension scheme, • Private medical insurance, • Group income protection, life assurance and critical illness cover, • Health cash plan and dental cover, • Retail discounts, • Free gym membership, • Free on-site car parking, • Cycle to Work scheme, • Electric car scheme, • Eye care support, • Flexible technology scheme, • Annual flu vaccination, • Professional certificate/annual subscription, • Free weekly fruit in the office, • Social events