Financial Services Representative

7 days ago


US BatesburgLeesville SC USA First Citizens Bank Full time
Job Title: Financial Services Representative

At First Citizens Bank, we are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in building and expanding banking relationships through proactive customer outreach and customer service requests.

Key Responsibilities:
  • Proactive outreach to generate appointments for sales conversations
  • Sales conversations to understand banking needs and financial goals
  • Open deposit accounts and originate loans (including real estate secured loans)
  • Identify referrals for wealth, mortgage, and business/commercial banking
Requirements:
  • Bachelor's Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
  • Preferred Area of Experience: Financial services sales, telephone sales
What We Offer:

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

At First Citizens Bank, we are committed to providing our associates with the tools and resources they need to succeed. We offer a competitive compensation package, comprehensive benefits, and opportunities for career growth and development.

Join our team of dedicated professionals who are passionate about delivering exceptional customer service and building long-term relationships with our customers.



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