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Sales Support Specialist I

First Citizens Bank
United States, North Carolina, Raleigh
100 East Tryon Road (Show on map)
Feb 20, 2025
Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position supports Bank products and services in the execution of daily sales activities. Identifies sales opportunities through the review of financial information or through client interaction. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling daily support issues.


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.
  • Documentation - Prepares standard 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.

Qualifications

High School Diploma or GED and 2 years of experience in Sales, or Customer Service, or Operations

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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