Current jobs related to Bank Sales Support Specialist - Beverly Hills - First Citizens Bank.

  • Relationship Manager for Entertainment Banking

    4 days ago

    Beverly Hills, California, United States City National Bank Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our Entertainment Banking Division. As a key member of our team, you will be responsible for developing and managing deposit relationships with existing and prospective clients.Key ResponsibilitiesDevelop and execute relationship plans to drive profitable growth of assigned portfolioIdentify...

  • Banking Specialist III-Sales

    1 month ago

    Laguna Hills, United States FirstBank Full time

    Position Details Banking Specialist III - Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations...

  • Treasury Sales Support Specialist

    1 week ago

    Vestavia Hills, Alabama, United States United Community Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Sales Support Associate to join our team at United Community Bank. As a key member of our Treasury Management team, you will be responsible for ensuring the quality implementation of all Treasury Management products and services, including additions, deletions, and changes.Key ResponsibilitiesManage client...

  • Private Banking Cash Management Specialist

    4 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    The role of the Banking and Cash Management Lead is pivotal within the organization, serving as a strategic professional who remains informed about advancements in the field and contributes to the overarching strategy by applying insights relevant to their role and the business. This position is recognized as a technical authority in a specific area of the...

  • Commercial Banking Specialist

    3 weeks ago

    Woodland Hills, California, United States U.S. Bank Full time

    About the RoleThe Commercial Banking Specialist at U.S. Bank is responsible for managing deposit-intensive middle market and commercial customers. This role involves growing revenue by successfully prospecting for new deposit and payment product and treasury management business, as well as retaining and expanding existing customer relationships.Key...

  • Wealth Management Banking Specialist

    4 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    Position Overview:The Banking and Cash Management Lead serves as a pivotal professional who remains informed about advancements in their field and contributes to strategic direction by applying their insights within their role and the organization. This role is recognized as a technical authority in a specific area of the business, requiring a fundamental...

  • Citi Private Bank Cash Management Specialist

    3 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    Position Overview:The Banking and Cash Management Lead is a pivotal professional who remains informed about advancements in their field and contributes to strategic direction by applying their expertise to their role and the broader business. As a recognized authority in their area, this role requires a fundamental understanding of commercial dynamics. There...

  • Senior Vice President, Banking Solutions

    4 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    Position Overview:As a Banking & Treasury Management Specialist at Citigroup Inc., you will collaborate with Wealth Banker teams in your designated area to foster new business opportunities from both existing and potential clients. Your role will involve consulting with clients to identify their needs and providing integrated banking, treasury management,...

  • Banking Professional

    5 days ago

    Fairless Hills, Pennsylvania, United States Fulton Bank Full time

    Job SummaryFulton Bank is seeking a highly motivated and customer-focused Universal Banker to join our team. As a key member of our Financial Center, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesDrive proactive sales conversations through internal and outbound interactions, including...

  • Banking Specialist II

    5 days ago

    Woodland Hills, California, United States FirstBank Full time

    Job SummaryWe are seeking a highly skilled Banking Specialist II to join our team at First Bank. As a key member of our client-facing team, you will be responsible for providing exceptional client service, expanding the use of alternative delivery systems, and identifying sales opportunities to drive branch profitability and client satisfaction.Key...

  • Client Services Specialist

    2 weeks ago

    Beverly Hills, United States CalPrivate Bank Full time

    Client Services Specialist - Beverly Hills, CA Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. Performs to standards...

  • Citi Private Bank Cash Management Specialist

    3 weeks ago

    Beverly Hills, California, United States Citigroup Inc Full time

    Position Overview:The Banking and Cash Management Lead serves as a pivotal professional within the organization, staying informed about advancements in the field and contributing to strategic direction by applying insights to their role and the business. This role is recognized as a technical authority within the business, requiring a foundational...

  • Loan Funding Specialist

    2 days ago

    Hills, Iowa, United States Hills Bank Full time

    Job SummaryHills Bank is seeking a highly skilled Loan Funding Specialist to join our team. As a key member of our Loan Operations Department, you will be responsible for ensuring the accurate and timely funding and disbursing of commercial, consumer, and retail real estate loans.Key ResponsibilitiesFunding and Disbursing (50%): Ensure the proper funding and...

  • Client Services Representative

    2 weeks ago

    Beverly Hills, California, United States CalPrivate Bank Full time

    {"title": "Client Services Specialist", "description": "Job SummaryAt CalPrivate Bank, we are seeking a highly skilled Client Services Specialist to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesInterview and determine clients'...

  • Comprehensive Banking Specialist

    4 weeks ago

    Lake in the Hills, Illinois, United States Home State Bank Full time

    Position Overview:Home State Bank is seeking a Universal Teller to join our dynamic team in the Lake in the Hills and McHenry areas. This role is essential in driving the branch's success by fostering deposit and loan growth through effective customer engagement.Key Responsibilities:Engage with both new and existing clients, either in person or via phone, to...

  • Comprehensive Banking Specialist

    4 weeks ago

    Lake in the Hills, Illinois, United States Home State Bank Full time

    Position Overview:Home State Bank is seeking a Universal Teller to join our team.This role is based in a branch environment and is intended for local candidates, as relocation assistance is not available.Key Responsibilities:Support the branch in driving deposit and loan growth by identifying and converting service opportunities into sales.Engage with new...

  • Client Services Specialist

    1 month ago

    Beverly Hills, United States CalPrivate Bank Full time $47,000 - $55,500

    Job DescriptionJob DescriptionCalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job TitleClient Services Specialist DepartmentOperationsReports ToSr. Client Service Officer/Client Service Manager/Sr. Client Service ManagerFLSA StatusNon-ExemptJob SummaryInterviews and determines customer’s banking needs. Aides in...

  • Automotive Sales Specialist

    3 weeks ago

    Auburn Hills, Michigan, United States Newcombs Auto Sales Full time

    Automotive Sales Specialist at Newcombs Auto SalesWe are seeking a committed Automotive Sales Specialist to enhance our operations at Newcombs Auto Sales. This position focuses on managing and nurturing a sales team to drive revenue growth.Key Responsibilities:Evaluate sales data to identify opportunities for enhancementContinuously monitor performance...

  • Account Support Officer

    3 weeks ago

    Beverly Hills, United States City National Bank Full time

    Overview: ACCOUNT SUPPORT OFFICER WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment Division. They are the primary person providing proactive solutions, completing actions, and providing support to resolve operations issues that arise. In addition to being the primary...

  • Branch Operations Specialist II

    4 weeks ago

    Beverly Hills, California, United States City National Bank Full time

    Position Overview:BRANCH OPERATIONS SPECIALIST IIWhat is the role? This individual will manage a variety of branch transactions specifically for Entertainment Operations, excluding new account setups. They will excel in delivering outstanding customer service and assisting clients with various transactions. A solid understanding of banking policies and...

Bank Sales Support Specialist

3 months ago

Beverly Hills, 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.

First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills.This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.

**Responsibilities**
- Ongoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required.
- Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing.
- Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.
- Monitoring of Past Due Credits: Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
- Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.

**Qualifications**
Basic Qualifications:

- Bachelor’s Degree OR High School Diploma or GED with a minimum of 4 years’ experience in sales, customer service or operations.

Preferred Qualifications:

- Experience in commercial loan documentation, commercial lending support
- Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
- Experience in paralegal support.
- ** Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred.