[Remote] Sales Support Specialist
Note: The job is a remote job and is open to candidates in USA. First Citizens Bank is hiring a Sales Support Specialist to provide complex sales support for bank products and services. The role analyzes financial data, identifies sales opportunities, prepares client documentation, resolves inquiries and escalated issues, and supports sales activities.
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
Skills
- Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Sales, or Customer Service, or Operations
- 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
- Small Business Administration experience
- Financial Analysis experience
- Commercial underwriting
- Commercial cashflow experience
Benefits
- Remote role that may only be hired in the following locations: OH, WV and NC
Company Overview
Company H1B Sponsorship