Sales Support Specialist at First Citizens Bank

Greenville, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Client Support, Documentation Preparation, Data Analysis, Financial Data Interpretation, Product Knowledge, Process Troubleshooting, Client Satisfaction, Inquiry Resolution, Account Servicing

Industry

Banking

Description

Overview This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group. Responsibilities Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business. Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information. Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings. Qualifications High school or GED with a minimum of 4 years’ experience in sales, customer service or operations. Preferred Qualifications: - Experience in commercial loan documentation, commercial lending support or other banking position. - Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. - Experience in paralegal support. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

This role involves supporting daily sales activities for bank products and services, including reviewing financial information and facilitating the sales process by preparing necessary documentation. Responsibilities also include ensuring client satisfaction by answering inquiries, resolving account discrepancies, and handling support issues.