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Financial Services Specialist

5 months ago

Swansea, United States First Citizens Bank Full time

Overview:

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

Qualities of a successful candidate:

Influence: Capable of building rapport with different personalities to drive positive results

Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.

Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Agility: Able to process information and move quickly through problem resolution

Responsibilities:

The essential functions of the job include, but are not necessarily limited to, the following:

Proactively engaging customers in conversation about their financial needs

Opening deposit accounts, small loans and ancillary banking products

Facilitating customer awareness and education of bank services, including digital banking capabilities

Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs

Processing transactions and other account servicing requests

Qualifications:
  • High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
  • Preferred Education: Bachelor's degree
  • Preferred Area of Experience: Telephone sales
  • License or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided. Required
  • Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services