Sales Support Specialist (Commercial Loan Assistant)

First Citizens Bank•Des Peres, MO

16h•Onsite

About The Position

This position supports Bank products and services by carrying out daily sales activities at an advanced level of service. The role reviews financial information or participates in client support activities to identify sales opportunities for the wider business unit, and facilitates sales by preparing necessary documentation. It helps ensure client satisfaction by answering inquiries, addressing account or product discrepancies, handling support issues, and assisting with account servicing matters requiring further resolution or investigation. The specialist may also guide less experienced members of the work group. The role fosters collaborative relationships with customers, prospects, and colleagues; identifies sales or referral opportunities; learns customer needs; and takes prompt action to address them. It also supports performance improvement through coaching, Bank initiatives, and use of available tools. The position follows applicable regulations, Bank policies, procedures, and delegated authorities to manage risk, completes required training, and performs assigned office management duties. Associates in roles responsible for taking deposits are accountable for transaction accuracy and operational efficiency. This is not a remote position. The ideal candidate must live within commuting distance of Des Peres, Missouri.

Requirements

High school diploma or GED and 4 or more years of experience in sales or lending support, or a bachelor's degree and experience in sales or lending support.
Proficient in Microsoft Office Suite, with strong computer skills and the ability to learn banking systems.
Highly organized, attentive to detail, and able to multitask.
Professional written and verbal communication skills.
Ability to work collaboratively with bankers and other internal partners.
Must live within commuting distance of Des Peres, Missouri.

Nice To Haves

At least 2 years of prior banking experience, ideally in Commercial Lending Support.
Strong working knowledge of loan documentation and loan closing processes.
Experience with title documentation, life insurance, deeds of trust, U.C.C. filings, mortgages, assignments of rents, surveys, ordering appraisals, environmental reports, tax returns, and supporting documents.

Responsibilities

Support Bank products and services through daily sales activities and client support.
Review financial information and client support activities to identify sales opportunities for the wider business unit.
Prepare documentation to facilitate the sales process.
Answer client inquiries, address account or product discrepancies, and handle support issues.
Support account servicing issues that require further resolution or investigation.
Foster collaborative partnerships with customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities; listen to customers, ask questions to understand their needs, and take prompt action.
Seek coaching, support Bank initiatives, and use available tools to optimize performance.
Comply with regulations, Bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Where responsible for taking deposits, ensure transaction accuracy and operational efficiency.
May provide guidance to less experienced specialists in the work group.