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About the Role

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

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.
• Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
• The results may include an accountability for individual contribution as well as team performance.

Requirements

• High School Diploma or GED with 4+ years of experience in sales or lending support OR Bachelor’s Degree with experience in sales or lending support
• 4+ years of prior experience in banking, ideally in Commercial Lending Support
• Strong working knowledge of the loan documentation and loan closing processes
• Proficient in Microsoft Office Suite, strong computer skills, and an ability to learn banking systems
• Highly organized with a strong attention to detail and an ability to multitask
• Professional written and verbal communication skills
• Ability to work collaboratively with bankers and other internal partners

Skills

• Title documentation
• Life insurance
• Deeds of trust
• U.C.C. filings
• Mortgages
• Assignments of rents
• Surveys
• Ordering Appraisals
• Environmental reports
• Tax returns and supporting documents

Location

• Cedar Park, TX
• Shavano Park, TX
• West Lake Hills, TX
• Austin, TX

Work Type

• Onsite

Experience Level

• 4+ years of experience

Education Level

• High School Diploma or GED
• Bachelor’s Degree

Benefits

• Competitive, thoughtfully designed and quality benefits program

About the Company

• First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.