Sales Support Specialist

First Citizens Bank; Charleston (WV); Remote; USD 34.000 - 37.000; Vollzeit

Zusammenfassung

First Citizens Bank is seeking a remote Sales Support Specialist to provide high-level support for bank products and services. You will evaluate financial data, identify sales opportunities, prepare documentation, and respond to client inquiries to ensure satisfaction.

You'll work with the sales team across units, assist in calls or presentations, and may lead less experienced colleagues. Location is remote with potential hires in OH, WV, and NC, with competitive compensation.

Qualifikationen

• Minimum education and experience as stated: Bachelor's Degree and 1 year experience OR HS/ GED with 5 years in Sales, Customer Service, or Operations.

Aufgaben

• 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.
• 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.

Kenntnisse

SBA SOPs

Financial accounting theory

MS Office

Loan documentation

Direct customer interaction

SBA experience

Financial analysis

Commercial underwriting

Cash flow analysis

Ausbildung

Bachelor's degree + 1 year OR HS diploma + 5 years

Tools

BOSS

RIMS

Cognos

Excel

Word

OneNote

Outlook

Jobbeschreibung

United States, West Virginia, Charleston

Oct 27, 2026

Overview

This is a Remote role that may only be hired in the following locations: OH, WV and NC

This position provides sales support at the highest level of complexity for Bank products and services. Evaluates financial data to determine profitability of offered products and services, communicating trends through reporting and direct consultation. Identifies and creates sales opportunities for the wider business unit. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.

Responsibilities & Qualifications

Duties & 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:
Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Sales, or Customer Service, or Operations

Preferred Qualifications:

• Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements.
• Knowledge of financial accounting theory and logic
• Proficient with all Microsoft Office programs - Excel, Word, OneNote, and Outlook
• Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems.
• Loan documentation experience - understanding required documentation depending on program type, loan structure, etc.
• Direct Customer/Client interaction.
• Small Business Administration experience
• Financial Analysis experience
• Commercial underwriting
• Commercial cashflow experience

Additional Information

If hired in NY, the base pay for this position is generally between $25.00 and $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.