Sales Support Specialist

First Citizens Bank; Raleigh (NC); À distance; USD 34 000 - 37 000; Plein temps

Résumé du poste

First Citizens Bank is seeking a remote Sales Support Specialist to operate at a high level of complexity for bank products and services. The role analyzes financial data to determine profitability, communicates trends, and identifies sales opportunities for the broader unit.

You will prepare necessary documentation, address inquiries, and assist associates with sales activities. Leadership may be offered to less experienced specialists in the area.

Qualifications

• Bachelor's Degree and 1 year of experience OR High School Diploma or GED/Equivalent and 5 years in Sales, Customer Service, or Operations.
• Performs sales support and analyzes data to identify opportunities and trends.
• Assists in preparing documentation and client communications.

Responsabilités

• Service & Support: uncover sales opportunities through analysis, reporting, and daily support operations.
• Documentation: prepare client-facing proposals, service agreements, and implementation forms.
• Data Analysis: source and interpret financial data to identify market or client trends.
• Product Specialist: assist in pricing, troubleshooting, and ensuring attractive bank offerings.

Connaissances

Sales awareness

Customer service

Data analysis

Communication

Formation

Bachelor's Degree

High School Diploma or GED

Outils

Microsoft Office (Excel, Word, OneNote, Outlook)

BOSS

RIMS

Cognos

Description du poste

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.

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.