Sales Support Specialist

Bank Products And Services Sales Specialist

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 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

Required: 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 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.

Resides in either PST or MST

Small Business Administration experience

If hired in NY, the base pay for this position is generally between $27.00 and $31.63 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.

First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits