Job Description
Job Description
Overview
This is a hybrid position that can sit in the following locations- Phoenix, AZ, Richmond VA, Atlanta, GA or Raleigh, NC.
This position provides sales support at the highest level of complexity for Bank products and services related to business and commercial lending. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.
Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application.
Data Analysis - Sources, compiles, and interprets financial data.
Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes.
Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements.
Qualifications
Bachelor's Degree and 1 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations
Preferreed Qualifications
- Experience working with business and commercial bankers
- Familiar with BOSS
- Organized, detail-oriented, self-starter
- Familairity with financial documents and business structure and data management
- Understanding of risk and compliance
- Experiencew ith business and commercial lending
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.
Apply
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, ****** orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check. Consideration of your background and fingerprint records will be an individualized assessment based on your specific record and the duties and requirements of the specific job.
The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of ******* and will not tolerate any prohibited drug use or ******* misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness.
If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at [email protected].
Know Your Rights | First Citizens Bank Participates in E-Verify | Federal Notices for Candidates
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Privacy & Security Your Privacy Choices California Privacy Notice Terms of Use Contact us
© 2026 First Citizens Bank. Member FDIC. Equal Housing Lender.
Overview
This is a hybrid position that can sit in the following locations- Phoenix, AZ, Richmond VA, Atlanta, GA or Raleigh, NC.
This position provides sales support at the highest level of complexity for Bank products and services related to business and commercial lending. Facilitates workflow by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists associates with sales activities intended to solicit business. May provide a leadership role for less experienced specialists through knowledge in the area of work.
Responsibilities
Service & Support - Supports lending opportunities. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout the loan application process, and assists in calls with lenders and banker partners. Assist with loan funding, transaction and loan fee application.
Data Analysis - Sources, compiles, and interprets financial data.
Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in loan application processes.
Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms, and ensure risk and compliance standards are met. Ensures loan documentation and booking process meets loan requirements.
Qualifications
Bachelor's Degree and 1 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 5 years of experience in Sales, or Customer Service, or Operations
Preferreed Qualifications
- Experience working with business and commercial bankers
- Familiar with BOSS
- Organized, detail-oriented, self-starter
- Familairity with financial documents and business structure and data management
- Understanding of risk and compliance
- Experiencew ith business and commercial lending
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.
Apply
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, ****** orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check. Consideration of your background and fingerprint records will be an individualized assessment based on your specific record and the duties and requirements of the specific job.
The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of ******* and will not tolerate any prohibited drug use or ******* misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness.
If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at [email protected].
Know Your Rights | First Citizens Bank Participates in E-Verify | Federal Notices for Candidates
facebook twitter linkedin youtube
Privacy & Security Your Privacy Choices California Privacy Notice Terms of Use Contact us
© 2026 First Citizens Bank. Member FDIC. Equal Housing Lender.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Sales Support Specialist- Business/Commercial Lending Support position is now open for candidates interested in the Bank Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
