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Senior Financial Services Representative

2 months ago

Mooresville North Carolina, United States First Citizens Bank Full time
Job Summary

We are seeking a highly motivated and experienced Senior Financial Services Representative to join our team at First Citizens Bank. As a key member of our sales team, you will be responsible for 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
  • Provide financial advice and establish accounts for investment and retirement needs
Requirements
  • Bachelor's Degree and 2 years 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; one year experience in a licensed sales role
  • License or Certification Type: Series 6, 63, and State specific life insurance licenses. FCIS will hold Series 7 Licenses. Required, Must complete federal registration and annual renewal as required by the SAFE Act. Required
  • Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Benefits

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.