Financial Services Representative
1 week ago
We are seeking a highly motivated Financial Services Specialist to join our team at First Citizens Bank. This role will be responsible for supporting sales and service delivery in the branch, building and expanding banking relationships through proactive customer outreach and customer service requests.
Key Responsibilities:- Proactively engage customers in conversation about their financial needs and identify opportunities to provide solutions.
- Open deposit accounts, small loans, and ancillary banking products, and facilitate customer awareness and education of bank services.
- Process transactions and other account servicing requests, and introduce customers to other branch team members or bank partners who can provide solutions for their financial needs.
- 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 in a related field.
- PREFERRED AREA OF EXPERIENCE: Telephone sales, banking.
The estimated annual salary for this position is $45,000 - $60,000, depending on experience and location. First Citizens benefits programs are designed to meet our associates where they are in life, with customized offerings including those designed to support families, however defined.
About First Citizens Bank:First Citizens Bank is committed to providing exceptional customer service and creating a positive work environment for our employees. We strive to build strong relationships with our customers and communities, and we are dedicated to helping our customers achieve their financial goals.
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