Overview
This position supports the Equipment Finance and Leasing team at First Citizens Bank in the execution of advanced operating activities. Works directly with the Sales Officers to address issues, respond to inquiries, and prepare leasing documents. Identifies discrepancies in accounts or data, coordinating with other parties to implement process enhancements. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests. May occasionally guide less experienced specialists.
Responsibilities
- Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
- Operations - Performs various operational tasks that occur during customer, vendor, and/or associate inquiries.
- Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. May handle escalated and complex support issues.
- Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.
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- Bachelor's Degree and 0 years of experience OR High School Diploma or GED and 4 years of experience
- Financial Services experience required
- Sales experience preferred
- Proficient in Excel