Sales Support Specialist

First Citizens Bank; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist to partner with Commercial and Business Banking teams in sales, servicing and portfolio management. You will analyze data, prepare client documents, and support the sales process.

The ideal candidate has a Bachelor’s degree or equivalent experience, strong Excel/PowerPoint skills, and a proven ability to build relationships with clients and internal partners in a fast-paced banking environment.

Qualifications

• Bachelor’s degree or 4+ years of sales, customer service or operations or commercial lending experience.
• Experience supporting commercial banking clients or loan portfolios is a plus.
• Proficiency with Microsoft Office suite and financial data analysis.

Responsibilities

• Service & Support: identify sales opportunities and assist clients throughout the sales process.
• Documentation: prepare proposals, service agreements, and implementation forms.
• Data Analysis: compile and interpret financial data to identify trends.
• Product Specialist: assist in pricing and evaluating bank products and services.

Skills

Sales experience

Customer service

Operations

Commercial lending

Education

Bachelor's degree

High School Diploma or GED with 4 years experience

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Overview

What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper.

Overview

What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper.

First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.

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

Basic Qualifications:

• Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service or operations or commercial lending

Preferred Qualifications

• Experience in commercial loan documentation, commercial lending support
• Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
• Experience in paralegal support.
• Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred.

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.