Overview 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 - Works directly with relationship teams to ensure high level of customer service through top tier client engagement.
Role will manage client service issues, request / submit various reporting from / to clients and prospects, and may respond to inquiries in concert with relationship team.
Will support relationship team, and customer, during onboarding process. Will manage CRM system for relationship team, including, but not limited to, various regulatory disclosure requirements.
Documentation Support - Prepares loan support documentation, as directed by relationship team, to be presented to clients and prospects.
This may include proposals, service agreements, compliance documents, and implementation forms. Data Analysis and Operational Projects - Sources, compiles, and interprets basic financial data, including calculation of various financial ratios.
Performs analysis to determine trends in market, product, or client information. Qualifications Bachelor's Degree and 1-2 years of experience in banking and loan processing OR High School Diploma or GED and 5-6 years of experience banking and loan processing Preferred : experience with commercial and real estate loan processing experience strongly preferred The pay for this position is generally between $29.
38 and $39.75 an hour. Actual starting 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 : benefitsService & Support - Works directly with relationship teams to ensure high level of customer service through top tier client engagement.
Role will manage client service issues, request / submit various reporting from / to clients and prospects, and may respond to inquiries in concert with relationship team.
Will support relationship team, and customer, during onboarding process. Will manage CRM system for relationship team, including, but not limited to, various regulatory disclosure requirements.
Documentation Support - Prepares loan support documentation, as directed by relationship team, to be presented to clients and prospects.
This may include proposals, service agreements, compliance documents, and implementation forms. Data Analysis and Operational Projects - Sources, compiles, and interprets basic financial data, including calculation of various financial ratios.
Performs analysis to determine trends in market, product, or client information.Bachelor's Degree and 1-2 years of experience in banking and loan processing OR High School Diploma or GED and 5-6 years of experience banking and loan processing Preferred : experience with commercial and real estate loan processing experience strongly preferred The pay for this position is generally between $29.
38 and $39.75 an hour. Actual starting 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 : benefits
Sales Support Specialist - Wine Division
Overview 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. Documentatio...
Prisma Cloud Sales Specialist - Enterprise (Bay Area)
As part of our sales team, you are empowered with unmatched systems and tools, constantly updated research and sales libraries, and a team built on joint success. As a member of our sales team, you are driven by a solutions-focused sales environment and find fulfillment in working with clients to re...
Customer Support Specialist
Customer Support Specialist/Admin. You will provide administrative support to our operations team, ensuring seamless communication and coordination of tasks. Your responsibilities will include providing exceptional customer service to clients, managing logistics and scheduling, and performing accura...
Packaging Adhesive Sales Specialist - Northern California
Sales Specialist for Packaging Adhesive Sales in Northern California. Sales Specialist for Packaging Adhesive. One thing holds that packaging together – adhesive! Jowat Corporation manufactures the highest quality adhesive in the industry and is seeking a highly motivated and skilled Packaging Adhes...
Salesforce Admin. / Tier II Technical Support Specialist
For each opportunity identified, the Tier 2 Specialist will work collaboratively with software engineering and/or TAG operational support to predict a failure and prevent the initial incident from reoccurring. Extensive verbal and written communication skills for a variety of audiences (both technic...
Sales Sr Specialist-Surgical Capital
Regularly analyze sales/ market data, customer demographics and requirements to formulate strategic plans and provide feedback to Sales Management to encourage the development of successful marketing tools, promotions, and or messages. Collaborates with Sports Sales Managers and Specialist within th...
Customer Service and Sales Associate
Job Summary : We are seeking a motivated and customer-focused individual to join our team as a Remote Customer Service and Sales Associate. In this role, you will be responsible for providing excellent customer service, managing sales inquiries, and driving sales growth through effective commun...
Customer Support Specialist - British Columbia
As a Technical Support Specialist, you’ll be the first line of support at ecobee. Our Technical Support team has a focus on providing the best customer experience by building trust and troubleshooting ecobee products. We are proud of our support team, and the reputation we have as a leading company ...
Retail Sales Associate, Fairfield, #520
The Retail Sales Associate is responsible for providing an excellent customer experience and performing duties as assigned including, but not limited to, cashier, sales floor merchandising, replenishment, receiving and e-commerce fulfillment. Consistently create a positive customer experience throug...
Sales Development Representative (SDR)
A Sales Development Representative helps develop new business by representing Stem in initial customer outreach. By joining our team, you will be collaborating with data scientists, energy experts, skilled salespeople, thought-leading executives and more from a range of backgrounds. We are looking f...