Overview
Supports the Bank's business and commercial banking activities by providing financial spread reports for business and commercial customers and prospects. May also support the lending activities of the agribusiness and governmental lending channels.
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.
- Receive, evaluate, and spread appropriate financial statement data into spreading software. Interpret and understand personal and business financial data found in financial statements, CBI reports, personal tax returns, accounting and tax changes and notes to financial statements in order to transfer information appropriately in the spreading software. Request any additional information needed to complete the work requests in accordance with servicing requirements and Bank guidelines. Assist field associates, analysts and underwriters with industry information (NAICS Codes, RMA comparisons, etc).
Qualifications
Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service OR High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service.
- Minimum of 6 hours of college level accounting.
- Must have strong understanding of financial principles & concepts and good understanding of business legal structures.
- Attention to detail, computer skills, and good oral and written communication skills.
This job posting is expected to remain active until March 7th , 2025. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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