Cab/hoa-sales Support Specialist

3 weeks ago


Phoenix, United States First Citizens Bank. Full time

**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 Support client interactions with the 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 - Supports 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. May serve as the main point of contact for clients throughout sales process.
- Documentation - Prepares 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 Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.

**Qualifications**

Bachelor's Degree and 0 years of 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



  • Phoenix, United States First Citizens Bank Full time

    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 Support client interactions with the business unit. Facilitates the sales process by preparing necessary documentation. Ensures...


  • Phoenix, Arizona, United States First Citizens Bank Full time

    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 Support client interactions with the business unit. Facilitates the sales process by preparing necessary documentation. Ensures...


  • Phoenix, United States First Citizens Bank Full time

    Overview: Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. This position is responsible for building and expanding Community Association Banking relationships. . You will serve as a trusted advisor to Property Management Companies PMC’s, offering financial...


  • Phoenix, United States First Citizens Bancshares, Inc. Full time

    This position is responsible for the direction and oversight of department activities within the Community Association Banking (CAB) function. Supervises, trains, and evaluates a team of associates to oversee a Beneficial Ownership team within the Co Supervisor, Banking, Business Partner, Client Support, Compliance, Management


  • Phoenix, AZ, 85040, Apache County, AZ, United States First Citizens Bank Full time

    Overview: Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. This position is responsible for building and expanding Community Association Banking relationships. . You will serve as a trusted advisor to Property Management Companies PMC’s, offering financial products...


  • Phoenix, United States First Citizens Bank Full time

    Overview: This position manages the Community Association Banking (“CAB”) loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants,...


  • Phoenix, United States First Citizens Bank Full time

    Overview: This position manages the Community Association Banking (CAB) loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants,...


  • Phoenix, AZ, 85040, Apache County, AZ, United States First Citizens Bank Full time

    Overview: This position manages the Community Association Banking (“CAB”) loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants,...


  • Phoenix, United States Optomi Full time

    CABT Business Support and Communication SpecialistOptomi, in partnership with an industry leader in Banking Services, is seeking an experienced CABT (Community Association Banking Technology) Business Support and Communications Specialist for a hyrbid opportunity in Phoenix Arizona! This candidate will show significant communication, administration,...


  • Phoenix, United States Optomi Full time

    CABT Business Support and Communication SpecialistOptomi, in partnership with an industry leader in Banking Services, is seeking an experienced CABT (Community Association Banking Technology) Business Support and Communications Specialist for a hyrbid opportunity in Phoenix Arizona! This candidate will show significant communication, administration,...


  • Phoenix, United States Optomi Full time

    CABT Business Support and Communication SpecialistOptomi, in partnership with an industry leader in Banking Services, is seeking an experienced CABT (Community Association Banking Technology) Business Support and Communications Specialist for a hyrbid opportunity in Phoenix Arizona! This candidate will show significant communication, administration,...


  • Phoenix, United States S.M.A.R.T. Full time

    **Job description** The company (SMART) specializes in management software as a service (SaaS). For over 35 years, SMART has been a leader in the education industry delivering cost efficient solutions. Saving the customer's time and increasing productivity through the implementation of our technologies. This position leads to advancement for the...


  • Phoenix, United States S.M.A.R.T. Full time

    The company (SMART) specializes in management software as a service (SaaS). For over 35 years, SMART has been a leader in the education industry delivering cost efficient solutions. Saving the customer's time and increasing productivity through the implementation of our technologies. This position leads to advancement for the individuals who work...


  • Phoenix, United States MJS Designs Full time

    At our Phoenix, AZ location, the Purchasing Support Specialist will: - Assist in the development of quotes, often working with vendors - Interface with vendors on a professional level with mínimal upper management involvement - Communicate with Sales and Supply Chain Manager on deadlines, out of stock part numbers and other discrepancies - Verify part...


  • Phoenix, United States City Property Management Full time

    **Mission**:The mission of City Property Management is to provide the best experience in community management. **Our Core Values** Professionalism Engagement Knowledge Humility Client Centric Trust Flexibility Teamwork Diligent Fun, Fair & Respectful **We’re looking for a dynamic, skilled, and friendly Customer Care Specialist to join our team....


  • Phoenix, United States VASA Fitness Full time

    POSITION DESCRIPTION POSITION TITLE: Member Experience Specialist (MES) FLSA STATUS: Hourly COMPENSATION: Base rate of $14.35 per hour, plus $2 - $4 commission eligibility for memberships and personal training sales! JOIN OUR TEAM At VASA Fitness, we want to create an uplifting experience for everyone by offering inclusive, accessible, and on-trend fitness....


  • Phoenix, United States The CORE Group Full time

    **Do you have a passion for food?** Are you looking for a company where you can learn, grow, and WIN? CORE Foodservice is a North American Foodservice Sales Agency that blends engaged leadership with a deep network of market specialists across North America who connect our customers with the brands they love. With over 60 offices, our goal is to hire the...


  • Phoenix, United States CORE Foodservice Full time

    **Do you have a passion for food?** Are you looking for a company where you can learn, grow, and WIN? CORE Foodservice is a North American Foodservice Sales Agency that blends engaged leadership with a deep network of market specialists across North America who connect our customers with the brands they love. With over 60 offices, our goal is to hire the...

  • Surgical Sales

    4 weeks ago


    Phoenix, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionDescription: A major fortune 500 medical device manufacturer is looking to fill a Sales Representative position. Territory covers the Phoenix area. Unlimited commission plan plus bonuses, kickers and contests. All work related expenses are covered by the company. Extensive healthcare and retirement benefits packages. Superior...


  • Phoenix, United States VASA Fitness Full time

    Job DescriptionPOSITION DESCRIPTIONPOSITION TITLE: Member Experience Specialist (MES)FLSA STATUS:      HourlyCOMPENSATION: Base rate of $14.35 per hour, plus $2 - $4 commission eligibility for memberships and personal training sales! JOIN OUR TEAM At VASA Fitness, we want to create an uplifting experience for everyone by offering inclusive, accessible,...