Sales Support Specialist (Commercial Lending Assistant)

First Citizens; Des Peres (MO); On-site; USD 39,000 - 52,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist (Commercial Lending Assistant) to assist in sales, servicing and management of clients and loan portfolios. You will partner with Commercial and Business Banking groups to drive referrals, support loan processes, and ensure accurate documentation.

The ideal candidate has 2+ years of banking experience, strong Microsoft Office skills, and excellent organizational abilities.

Qualifications

• 2+ years of banking experience, preferably in Commercial Lending Support.
• Knowledge of loan documentation and closing processes.
• Strong organization and multitasking with attention to detail.

Responsibilities

• Provide sales and service support to Commercial Banking teams.
• Assist in managing client loan portfolios and documentation.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Sales support

Commercial Lending

Relationship Building

Regulatory Knowledge

Microsoft Office

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Overview

First Citizens Bank has an incredible opportunity for a Sales Support Specialist (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 & Qualifications

Duties & Responsibilities:

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications:

• Basic Requirements:
  • High School Diploma or GED with 4+ years of experience in sales or lending support OR
  • Bachelor’s Degree with experience in sales or lending support
• Additional Skills and Experiences:
  • 2+ years of prior experience in banking, ideally in Commercial Lending Support
  • Strong working knowledge of the loan documentation and loan closing processes
  • Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
  • Highly organized with a strong attention to detail and an ability to multitask
  • Professional written and verbal communication skills
  • Ability to work collaboratively with bankers and other internal partners
  • Ideal candidate will have experience with:
    • Title documentation
    • Life insurance
    • Deeds of trust
    • U.C.C. filings
    • Mortgages
    • Assignments of rents
    • Surveys
    • Ordering Appraisals
    • Environmental reports
    • Tax returns and supporting documents

PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of: 13205 Manchester Road in Des Peres, Missouri.

Additional Information

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.

The base pay for this position is generally between $28.20 and $38.15. 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.