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Financial Services Representative

2 months ago

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

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will play a critical role in building and expanding banking relationships through proactive customer outreach and service delivery.

Key Responsibilities
  • Proactively engage with customers to understand their 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 services
  • Develop and maintain strong relationships with customers and colleagues
Requirements
  • Bachelor's degree and 1 year of experience in sales, customer service, or lending, or equivalent combination of education and experience
  • Strong communication and interpersonal skills, with ability to build rapport with diverse personalities
  • Ability to learn and adapt quickly to new information and technology
  • Proven track record of meeting sales and service delivery targets
Preferred Qualifications
  • Experience in financial services sales, telephone sales, or a related field
  • Knowledge of retail banking products and services, including deposit accounts and loans
About First Citizens Bank

First Citizens Bank is a leading regional bank with a rich history and a commitment to customer service excellence. We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. If you are a motivated and customer-focused individual who is passionate about building strong relationships, we encourage you to apply for this exciting opportunity.