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Sales Support Specialist - Wine Division

AT First Citizens Bank
First Citizens Bank

Sales Support Specialist - Wine Division

Santa Rosa, CA

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.

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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: https://jobs.firstcitizens.com/benefits

Client-provided location(s): Santa Rosa, CA, USA
Job ID: FCB-24298-en-us
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.