Strategic Commercial Lending Sales Support

First Citizens Bank; Boulder (CO); On-site; USD 56,000 - 85,000; Full time

Job summary

First Citizens Bank is seeking a Sales Support Specialist in the Boulder, CO area to support Commercial/Business Banking teams. You will help with loan documentation, credit servicing, and cross-selling opportunities while coordinating with branches to open accounts and resolve client requests.

The role emphasizes accuracy, relationship building, and proactive service to maximize client satisfaction and portfolio performance.

Qualifications

• Bachelor's degree or equivalent experience in sales, banking, or operations.
• Experience in sales, customer service or operations or commercial lending preferred.
• Proficiency with Excel, PowerPoint, Outlook and office tools.

Responsibilities

• Provide ongoing sales support to Lenders and identify cross-sell opportunities.
• Process and ensure accuracy of loan documentation for closings.
• Support credit servicing by updating financial statements and tracking portfolio reviews.
• Communicate and follow up on delinquent credits to keep accounts current.
• Coordinate opening of banking services with branches and handle customer requests.

Skills

Relationship building

Self-motivated

Sales support experience

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

First Citizens Bank is seeking a Sales Support Specialist in the Boulder, CO area to support Commercial/Business Banking teams. You will help with loan documentation, credit servicing, and cross-selling opportunities while coordinating with branches to open accounts and resolve client requests.

The role emphasizes accuracy, relationship building, and proactive service to maximize client satisfaction and portfolio performance.