Remote Credit Analyst - Sales and Financial Insights

First Citizens Bank; Raleigh (NC); On-site; USD 34,000 - 37,000; Full time

Job summary

First Citizens Bank is seeking a remote sales and client-support professional. This role may be hired in NC, SC, VA, FL, GA, TX, or AZ and focuses on executing daily sales activities with an advanced level of service.

You will review financial information, identify sales opportunities, and collect and prepare documentation to advance the sales process. You will answer inquiries, resolve account or product discrepancies, support servicing issues, and potentially guide less experienced colleagues.

Qualifications

• Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations.
• High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations.
• Knowledge of Small Business Administration , Cash Flow Analysis, Financial Analysis, Commercial Lending, Commercial Cash Flow experience.

Responsibilities

• Uncovers sales opportunities through analysis, reporting, and daily support operations.
• Acts as main contact for clients throughout the sales process, assisting in calls or presentations to solicit business.
• Documentation - Prepares documentation presented to clients, including proposals, service agreements, and implementation forms.
• Data Analysis - Sources, compiles, and interprets financial data 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.

Skills

SBA Knowledge

Cash Flow Analysis

Financial Analysis

Commercial Lending

Commercial Cash Flow

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a remote sales and client-support professional. This role may be hired in NC, SC, VA, FL, GA, TX, or AZ and focuses on executing daily sales activities with an advanced level of service.

You will review financial information, identify sales opportunities, and collect and prepare documentation to advance the sales process. You will answer inquiries, resolve account or product discrepancies, support servicing issues, and potentially guide less experienced colleagues.