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Bank Sales Support Specialist (Commercial Loan Processor)

First Citizens Bank
Posted 5 days ago, valid for 3 days
Location

Scottsdale, AZ, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • First Citizens Bank is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) who is self-motivated and has strong relationship-building skills.
  • The role involves servicing and supporting clients, uncovering sales opportunities, and preparing documentation such as proposals and service agreements.
  • Candidates should have a Bachelor’s Degree or a High School Diploma/GED with at least 4 years of experience in sales, customer service, or commercial lending.
  • Preferred qualifications include experience in commercial loan documentation, proficiency in Microsoft Office, and prior experience in a banking environment.
  • The position offers competitive benefits as part of the total rewards package for associates.
Overview

What sets First Citizens apart?  Strong leadership, enduring values, and a commitment to helping people and businesses prosper.

 

First Citizens Bank has an opportunity for a Sales Support Specialist (Business/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 & 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.

Basic Qualifications:

      • Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service or operations or commercial lending 

Preferred Qualifications:

      • Experience in commercial loan documentation, commercial lending support 
      • Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
      • Experience in paralegal support.
      • Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred.

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.




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