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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 clo
Posted Today
Service Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Operational Support Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business u
Posted Today
Service Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Operational Support Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business u
Posted Today
Account Servicing Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise Acts as a resource in area of work. Performs process troubleshoot
Posted Today
The essential functions of the job include the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Deg
Posted Today
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted 1 day ago
The Underwriter II's primary role is to support a team of senior underwriters with assessing and approving transactions in the Healthcare Asset Based Lending and Real Estate space which includes senior housing and long term care facilities. The position requires a candidate to have strong analytical skills, who will need to work on several transactions and be able to mult
Posted 1 day ago
Support Responsible for proactive administrative, logistical, and technical support, assessing and resolving issues that affect daily operations. Manages expense reimbursements for the leadership team. Ensures functionality and accessibility of office equipment, supplies, and facilities. Coordinates special projects and acts as a department representative within the Bank.
Posted 1 day ago
Support Responsible for proactive administrative, logistical, and technical support, assessing and resolving issues that affect daily operations. Manages expense reimbursements for the leadership team. Ensures functionality and accessibility of office equipment, supplies, and facilities. Coordinates special projects and acts as a department representative within the Bank.
Posted 1 day ago
Sales Sales focus to include in person, centralized outbound calling, as well as direct Digital Marketing outreach. Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with internal associates, customers, prospects, and referral sources through proactive outreach. Engage in sales practic
Posted 1 day ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre
Posted 1 day ago
The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing
Posted 1 day ago
Service & Support Uncovers 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, and assists in calls or presentations intended to solicit business
Posted 2 days ago
Independently develop and implement a sales strategy, identify potential clients and referral sources, while maintaining consistent calling efforts to enhance long term relationships. Identify new opportunities by establishing a direct calling program with prospects, referral sources and existing clients of First Citizens Bank to deliver new and enhanced Factoring, and AB
Posted 3 days ago
Independently develop and implement a sales strategy, identify potential clients and referral sources, while maintaining consistent calling efforts to enhance long term relationships. Identify new opportunities by establishing a direct calling program with prospects, referral sources and existing clients of First Citizens Bank to deliver new and enhanced Factoring, and AB
Posted 3 days ago
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