Sales Support Specialist (Commercial Loan Assistant) jobs in United States
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First Citizens Bank · 2 weeks ago

Sales Support Specialist (Commercial Loan Assistant)

First Citizens Bank is seeking a Sales Support Specialist to support bank products and services in daily sales activities. This role involves identifying sales opportunities, preparing documentation, and ensuring client satisfaction through effective communication and support.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

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

Qualification

Sales SupportData AnalysisBanking ExperienceCommercial Loan SupportCustomer Service

Required

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

Preferred

Banking, sales support, commercial loan support exp

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

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Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase