Sales Support Specialist

First Citizens Bank; Scottsdale (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

First Citizens Bank in Scottsdale, Arizona is seeking a Sales Support Specialist to assist the Commercial and/or Business Banking groups. The ideal candidate will have a Bachelor's degree or high school diploma with four years of relevant experience.

The role involves providing sales support, managing loan documentation, and maintaining customer relationships. Strong proficiency in Microsoft Excel and customer service skills are essential.

First Citizens Bank offers a competitive benefits program addressing the needs of its associates.

Qualifications

• Minimum of four years’ experience in sales, customer service, operations, or commercial lending.
• Experience in commercial loan documentation or lending support is preferred.

Responsibilities

• Provide ongoing sales support to lenders and coordinate materials for presentations.
• Process and ensure accuracy of loan documentation for closings.
• Maintain service levels and communicate on portfolio past-due credits.

Skills

Sales support

Customer service

Commercial lending

Relationship building

Documentation management

Education

Bachelor’s degree or high school diploma/GED

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Overview

First Citizens Bank is looking for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have 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.

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

Responsibilities

• Provide ongoing sales support to lenders, identifying sales and cross‑sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls.
• Originates, processes, and ensures accuracy of loan documentation for closings, including entering financial information into the loan system and ensuring all necessary documentation is included in the loan package prior to closing.
• Resolve documentation exception issues, maintain service levels, update financial statements, and prepare files for all portfolio reviews; run reports to track maturing lines/loans and service levels.
• Communicate, report, and follow up on portfolio past‑due credits to ensure they remain current, while maintaining customer contact.
• Coordinate opening of deposit and other banking services with branch partners, handle customer requests for information and problem resolution.

Basic Qualifications

• Bachelor’s degree or high school diploma/GED with a minimum of four years’ experience in sales, customer service, operations, or commercial lending.

Preferred Qualifications

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

Benefits

Benefits are an integral part of total rewards. 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.