Financial Services Development Associate

4 weeks ago


Charlotte, North Carolina, United States First Citizens Bank Full time
{"title": "Financial Services Development Associate", "description": "Overview

First Citizens Bank offers a unique opportunity to launch your financial services career through our licensed sales development program. This program is designed to equip you with the knowledge and skills necessary to succeed in the industry.

Program Highlights
  • Customized study program to obtain investment and insurance licenses
  • Core banking principles and consultative selling skills training
  • Interactive and fast-paced learning environment
Responsibilities
  • Proactive outreach to generate appointments for sales conversations
  • Sales conversations to understand banking needs and financial goals
  • Open deposit accounts and originate loans
  • Identify referrals for wealth, mortgage, and business/commercial banking
Qualifications

Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending

License Requirement: Participation in the next available Licensed Platform Associate "LPA" track and obtaining all state and federal licenses and registrations necessary for the assigned responsibilities within 6 months of beginning the LPA track.

", "lang_code": "en-US"}

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