Shared Services Sales Support Specialist II

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This role will be located in Phoenix, AZ. 

 

The Shared Services Sales Support Specialist II 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 individuals to address issues and respond to inquiries from bankers and clients. 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 for new accounting opening and servicing. This may include new account documents or bank regulated disclosures, and ensure loan documents are accurate and signed, supporting in loan dispursements. 
• 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. 

Qualifications

Bachelor's Degree and experience in Sales, or Customer Service, or Operations

OR

High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations

 

Preferred Qualifications: 

• Customer service and Banking experience
• The ideal candidate would have a strong attention to detail, be proactive, a self starter, resourceful, and a problem solver 

 

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.