An Overview of the Role: Sales Support Specialist at First Citizens Bank
At the heart of First Citizens Bank’s success is a commitment to strong leadership, enduring values, and a dedication to facilitating the prosperity of individuals and businesses. With a reputation for excellence built over years of diligent service, First Citizens Bank continues to set itself apart in the banking industry. Now, the bank is looking to expand its team with a new role: a Sales Support Specialist (Business/Commercial Lending Assistant).
The role is aimed at banking professionals who have experienced success in their past careers, are self-motivated, and possess strong relationship-building skills. As a Sales Support Specialist, you will be a vital part of the team, partnering with the Commercial and/or Business Banking groups in the sales, servicing, and management of clients and loan portfolios.
Key Responsibilities of the Sales Support Specialist
The role of Sales Support Specialist entails a range of responsibilities designed to support the bank’s lending operations. These responsibilities include:
- Ongoing Sales Support: You will provide ongoing sales support to Lenders, which includes identifying sales and cross-sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required.
- Documentation Support and Accuracy: You will be responsible for originating, processing, and ensuring the accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package before closing.
- Ongoing Credit Servicing Support and Accuracy: Your responsibilities will also include resolving documentation exception issues, maintaining service levels, updating financial statements, and preparing files for all portfolio reviews. You will also be expected to run reports to track maturing lines/loans and service levels.
- Monitoring of Past Due Credits: You will communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
- Ongoing Customer Service/Office Support: Lastly, you will coordinate the opening of deposit and other banking services with branch partners and handle customer requests for information and problem resolution.
Qualifications Needed for the Role
Prospective candidates for the Sales Support Specialist role at First Citizens Bank are expected to meet certain qualifications. These include:
- A Bachelor’s Degree OR a High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service, or operations or commercial lending.
Additionally, the bank prefers candidates with the following qualifications:
- Experience in commercial loan documentation, commercial lending support.
- Experience with commercial real estate and construction lending/monitoring.
- Proficiency in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs.
- Experience in paralegal support.
- Prior work experience within a business/commercial/corporate banking environment.
First Citizens Bank is committed to providing a competitive, thoughtfully designed, and quality benefits program to meet the needs of its associates. More information about the bank’s benefits can be found at their official website.
In conclusion, the role of a Sales Support Specialist at First Citizens Bank offers an exciting opportunity for banking professionals to build on their past successes and contribute to the bank’s ongoing mission of helping people and businesses prosper. If you possess the necessary qualifications and are motivated by the prospect of working in a dynamic, rewarding environment, you can learn more about the role here.
