Treasury Management Sales Support Specialist

First Citizens; Raleigh (NC); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading bank is seeking a remote Sales Support Specialist to enhance client satisfaction and uncover sales opportunities. The role involves preparing documentation, analyzing financial data, and providing exceptional support to clients. Ideal candidates will have strong communication skills and a background in banking. Join a committed team that values your contributions and offers a competitive benefits program.

Qualifications

• 0 years of experience with Bachelor's Degree or 4 years with High School Diploma.
• 5+ years of banking experience preferred.

Responsibilities

• Uncovers sales opportunities through analysis and daily support operations.
• Prepares documentation for clients including proposals and service agreements.
• Sources and interprets financial data to determine market trends.

Skills

Communication

Time Management

Organization

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

This is a remote role that may be hired in North Carolina, South Carolina, Georgia, or Florida.

This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

Responsibilities

1. 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 the sales process, and assists in calls or presentations intended to solicit business.
2. Documentation - Prepares documentation presented to clients, including proposals, service agreements, and implementation forms.
3. Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
4. Product Specialist - Provides knowledge in the 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

Bachelor's Degree and 0 years of experience in Sales, Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, Customer Service, or Operations.

Preferred Qualifications

• Treasury Knowledge
• Experience with pathways - keying information into the system
• Strong communication skills - working with internal and external clients
• Time management and organization
• 5+ years of banking experience

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.