Full-Time
Bank Sales Support Specialist
Commercial Loan Processor
Updated on 9/3/2026
First Citizens BancShares
10,001+ employees
Full-service bank offering loans and investments
Compensation Overview
$26.11 - $40/hr
Mission Viejo, CA, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- A Bachelor's Degree, or a high school diploma or GED with a minimum of 4 years of experience in sales, customer service, operations, or commercial lending.
- Proficiency in Microsoft Excel, PowerPoint, Outlook, and other office support systems and programs.
- Uncover sales opportunities through analysis, reporting, and daily support operations.
- Work directly with individuals to address issues and respond to inquiries.
- Determine target needs and provide resolution.
- Serve as the main point of contact for clients throughout the sales process when needed.
- Assist in calls or presentations intended to solicit business.
- Prepare client documentation, including proposals, service agreements, and implementation forms.
- Source, compile, and interpret financial data.
- Perform analysis to determine trends in market, product, or client information.
- Provide knowledge in the assigned area of work.
- Assist with process troubleshooting for internal and external parties.
- Assist in creating and monitoring pricing of bank products or services, evaluate competitor products, and suggest enhancements to bank offerings.
- Experience in commercial loan documentation or commercial lending support.
- Experience in paralegal support.
- Prior experience within a business, commercial, or corporate banking environment.
First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.
Company Size
10,001+
Company Stage
IPO
Headquarters
Raleigh, North Carolina
Founded
1898
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Simplify's Take
What believers are saying
- BMO deal added about $5 billion deposits and $650 million loans on September 4, 2026.
- Q2 2026 loan growth reached 1.6% sequentially, with deposits up 1.5%.
- August 28, 2026 RBR vendor finance partnership deepens equipment lending into agriculture.
What critics are saying
- September 2026 branch conversion across 11 states risks account attrition and systems failures.
- SVB Financial Trust's trademark lawsuit keeps the 2023 acquisition dispute alive in court.
- Federal Reserve extended 2026 stress-capital timing to 2028, keeping capital flexibility constrained.
What makes First Citizens BancShares unique
- July 2026 earnings showed $672 million net income and $1.66 billion net interest income.
- September 4, 2026 closed 138 BMO branches, lifting First Citizens above 600 locations.
- First Citizens still leverages the 2023 Silicon Valley Bank acquisition for tech and venture banking.
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Benefits
Hybrid Work Options
Company News
BMO Financial Group has completed the sale of 138 branch locations to First-Citizens Bank & Trust Company. The branches are located across North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma, Idaho, and selected locations in Minnesota, Oregon and Illinois. Under the agreement, First-Citizens Bank acquired approximately $5.7bn in deposit liabilities and $1.1bn in loans. The deal, first announced in October last year, forms part of BMO's strategy to reallocate capital towards markets with stronger client engagement and growth prospects. BMO plans to expand its presence in Western US markets, adding over 130 new sites in California and about 15 in Arizona. This would increase its California footprint by more than 50%.
Cape Fear Habitat receives $35,000 grant from First Citizens Bank. 4 hours ago WILMINGTON, NC (WWAY) - Cape Fear Habitat for Humanity has received a $35,000 grant from First Citizens Bank to support the nonprofit's homeownership and critical home repair programs. The grant is the second Cape Fear Habitat has received from First Citizens and will provide general operating support for the organization's programs. Cape Fear Habitat's Homeownership program provides affordable homeownership opportunities for low- to moderate-income families. The Critical Home Repair program helps these homeowners address necessary repairs. "First Citizens Bank has been a great partner to Cape Fear Habitat, and we're excited to be working with them again," said Rich Duncan, director of development for Cape Fear Habitat. "Their generosity in granting our organization operational support means we can attribute funds where they are most needed, allowing us to best serve our homeowners." Reginald Exum, community development officer at First Citizens, said the bank supports efforts aimed at helping people maintain long-term housing stability. "We're honored to support Cape Fear Habitat in helping individuals and families achieve and maintain homeownership," Exum said. Cape Fear Habitat said the grant will help support the ongoing operations of its homeownership and repair programs.
First Citizens Bank invests $40,000 in Eastern Carolina Community Foundation. FLORENCE - First Citizens Bank has invested $40000 in Eastern Carolina Community Foundation through the bank's Community Development Grant... Google Alert - development financial institutions
Smart Sand has amended its credit facility, increasing total revolving commitments from $30 million to $50 million and extending the maturity date to 1 September 2031. The company entered into the original five-year senior secured asset-based credit facility with First-Citizens Bank & Trust Company in September 2024. The amendment adds a $20 million sublimit tied to the value of Smart Sand's Oakdale, Wisconsin facility. The company also agreed to a negative pledge on the Oakdale property and secured modifications to certain financial thresholds, including a $20 million deduction for unfinanced capital expenditures in the fixed charge coverage ratio calculation. Smart Sand supplies proppant and sand-based products primarily to the oil and gas industry for hydraulic fracturing operations.
Helping farmers finance equipment. Aug 28, 2026 By Diego Flammini Assistant Editor, North American Content, Farms.com An equipment manufacturer and bank are working together for support farmers A new partnership is helping farmers acquire the equipment they need. RBR Enterprise, a designer and manufacturer of crop floaters, sprayers, and fertilizer applicators, along with First Citizens Bank, has launched a new vendor finance agreement. Under this agreement, First Citizens Bank will work with RBR Enterprise customers to find flexible financing solutions that align with cash flow and operating cycles. "Through this partnership, RBR's dealers and customers will gain access to flexible terms and payment structures to acquire the equipment needed to operate and grow their businesses," Nate Bartels, ag group leader at First Citizens Equipment Finance, said in a statement. RBR has more than 100 dealers in the U.S. and two in Canada. Partnering with First Citizens Bank reflects a partnership that understands farming isn't like other businesses. "As demand for our Vector, Venturi and Vortex lines continues to grow, we wanted a financing partner who understands seasonal agriculture farming needs," Gary Reid, president of RBR Enterprise, said in the Aug. 26 statement. "Collaborating with First Citizens Equipment Finance allows our customers greater access to equipment that will keep their operations going throughout the year, allow for more time in the field, and require fewer maintenance costs." Other equipment manufacturers have relationships with financial institutions too. AGCO, for example, operates AGCO Finance with DLL, a financial subsidiary of Rabobank. Demco and TrueCore Capital's DealerDog platform work together to provide customers with financing solutions. And Mantiou Group/Gehl work with Vibrant Credit Union to support their farmer customers. Nebraska Children's Groundwater Festival