Senior Financial Services Consultant

6 days ago


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

Overview:

A Senior Financial Services Representative supports sales and service delivery in the branch. This role is responsible for building and expanding banking relationships through proactive customer outreach and customer service requests.

Key Responsibilities:

  • Proactively 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 OR High School Diploma or GED and 6 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
  • 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.
  • 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.

More information regarding our benefits offerings can be found at https://jobs.firstcitizens.com/benefits.



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