Sales Support Specialist II EA Bk

First Citizens Wealth; Greensboro (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

First Citizens Bank is seeking a Wealth Division support professional to assist in daily sales activities, analyze client needs, and guide documentation and service delivery. You will address inquiries, resolve account or product discrepancies, and help ensure client satisfaction throughout the sales process.

The role involves preparing documentation, providing product knowledge, and supporting senior specialists. Prior banking or wealth experience is preferred.

Qualifications

• Bachelor's Degree or High School Diploma with related experience in Sales/Customer Service/Operations.
• Preference for Banking or Wealth Management experience.
• Benefits are part of total rewards package and vary by location.

Responsibilities

• Service & Support: identify sales opportunities and assist in calls or presentations to solicit business.
• Documentation: prepare proposals, service agreements and implementation forms for clients.
• Data Analysis: collect, compile, and interpret financial data to identify trends.
• Product Specialist: advise on bank products/services and assist in pricing and process troubleshooting.

Skills

Sales experience

Customer service

Operations

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

Position Summary

This position supports the Wealth Division with 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 in order 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

• 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

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

Preferred: Banking or Wealth Managment 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.