Financial Services Representative
2 weeks ago
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
- Develop and execute sales strategies to drive business growth and customer satisfaction
- Originate loans and open deposit accounts, including real estate secured loans
- Identify and refer sales opportunities to the appropriate bank partner
- 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
- High School Diploma or GED and 5 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
- Financial services sales experience
- Telephone sales experience
At First Citizens Bank, we offer a comprehensive benefits program designed to meet our associates where they are in life. Our benefits include customized offerings to support families, however defined. Learn more about our benefits programs.
First Citizens Bank is an Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran. If you need special assistance or an accommodation in applying for employment, please contact our Human Resources department.
-
Financial Services Representative
1 day ago
Raleigh, North Carolina, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
-
Financial Services Representative
6 days ago
Raleigh, North Carolina, United States First Citizens Bank Full timeJob Title: Financial Services RepresentativeAt 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...
-
Financial Services Representative
2 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeJob SummaryWe 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 ResponsibilitiesProactively engage with...
-
Sales Representative
3 weeks ago
Raleigh, North Carolina, United States Slingo Financial Services Full timeAbout the OpportunityWe are seeking a highly motivated and self-driven individual to join our team at Slingo Financial Services as a Sales Representative. As a Sales Representative, you will have the opportunity to work with a proven sales system, grow your own business, and receive great support from our team.About UsSlingo Financial Services is a company...
-
Financial Services Representative
4 weeks ago
Raleigh, North Carolina, United States Melvin Green III - State Farm Agent Full timePosition OverviewAre you looking to embark on a rewarding career in the insurance and financial services sector? Consider the opportunity to work with Melvin Green III - State Farm Agent. As part of our agency, you will gain invaluable insights into what it takes to thrive as a State Farm Agent. Your role will involve cultivating and nurturing customer...
-
Financial Services Representative
4 weeks ago
Raleigh, North Carolina, United States Melvin Green III - State Farm Agent Full timePosition OverviewAre you looking to take charge of your career in the financial services industry? Consider the opportunity to work with Melvin Green III - State Farm Agent. As part of our agency, you will gain invaluable insights into what it takes to operate as a State Farm Agent. Your role will involve fostering and nurturing customer relationships within...
-
Patient Financial Services Representative
2 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMed:WakeMed Health & Hospitals is a leading provider of health services in Wake County, serving the community since 1961. Our mission is to improve the health and well-being of our community by providing outstanding and compassionate care.Job Summary:We are seeking a Patient Financial Services Representative to support our team in providing...
-
Patient Financial Services Representative
2 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMedServing the community since 1961, WakeMed Health & Hospitals is a leading provider of health services in Wake County. Our mission is to improve the health and well-being of our community by delivering outstanding and compassionate care. For more information, visit our website.Job SummaryThe Patient Finance Representative will play a critical...
-
Patient Financial Services Representative
2 days ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMedServing the community since 1961, WakeMed Health & Hospitals is a leading provider of health services in Wake County. Our mission is to improve the health and well-being of our community, and we are committed to providing outstanding and compassionate care.Job SummaryThe Patient Finance Representative will play a critical role in helping...
-
Financial Services Consultant
4 weeks ago
Raleigh, North Carolina, United States Financial Resources Group Investment Services LLC Full timeJob OverviewPosition Summary:This role is situated within a financial services environment. The Financial Services Consultant will collaborate closely with Investment Advisors to facilitate investment transactions within the Investment Program. The primary objective will be to cater to a designated client demographic within the broader market.Key...
-
Patient Financial Services Representative
3 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is a leading healthcare provider in Wake County. Our mission is to improve the health and well-being of our community by delivering outstanding and compassionate care. For more information, visit our website.Position Information:The Patient Financial Services Representative will play...
-
Paraplanner - Financial Services Professional
2 weeks ago
Raleigh, North Carolina, United States Advisor Employee Services Full timeParaplanner Role OverviewWe are seeking a highly skilled Paraplanner to join our dynamic team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and implementing financial plans.Key Responsibilities:Prepare advisors for client meetings by briefing on...
-
Member Service Representative
2 weeks ago
Raleigh, North Carolina, United States Navy Federal Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Navy Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional customer service to our members, ensuring their financial needs are met, and promoting our products and services.Key ResponsibilitiesAnalyze and...
-
Financial Services Representative
4 weeks ago
Raleigh, North Carolina, United States Melvin Green III - State Farm Agent Full timePosition OverviewAre you looking to take charge of your career? Consider a role with Melvin Green III - State Farm Agent, where you can gain valuable insights into the insurance industry. As a vital part of our agency, you will have the chance to foster and nurture customer relationships within the community while promoting a range of State Farm products,...
-
Financial Services Representative
2 weeks ago
Raleigh, North Carolina, United States Coastal Credit Union Full timeEnhance Lending and Sales GoalsAs a Consumer Loan Advisor at Coastal Credit Union, you will have the opportunity to work with members and potential members who apply for credit via various channels. Your primary role will be to facilitate the lending process, providing exceptional service and support to ensure a seamless experience.Key...
-
Financial Services Professional
6 days ago
Raleigh, North Carolina, United States New York Life Full timeCareer Overview:New York Life is seeking a skilled Financial Representative to help clients achieve their financial goals. As a Financial Representative, you will work with clients to understand their financial needs and develop personalized financial strategies. Our comprehensive array of financial products and services will provide you with the tools to...
-
Financial Services Associate
7 days ago
Raleigh, North Carolina, United States Equitable Services Full timeUnlock Your Potential as a Financial Services ProfessionalAt Equitable Advisors, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Wealth Management Associate, you'll have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client...
-
Financial Services Representative
6 days ago
Raleigh, North Carolina, United States Equitable Advisors Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about making a positive impact on the futures of individuals and businesses.Our MissionWe strive to deliver exceptional customer experiences...
-
Financial Services Representative
4 days ago
Raleigh, North Carolina, United States The Fadil Group Full timeUnlock Your Potential with The Fadil GroupWe are a leading team within the Northwestern Mutual system, consistently excelling in key areas: investment management, insurance planning, new advisor productivity, and college marketing.As a key member of our team, you will have the opportunity to work with a talented group of professionals who share your passion...
-
Life Insurance Sales Representative
3 weeks ago
Raleigh, North Carolina, United States PR Financial Full timeAbout the Role:P. R. Financial is a leading independent marketing organization (IMO) in the financial services industry, specializing in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more. We're seeking a highly motivated and customer-focused Life Insurance Sales Agent to join our team.Key Responsibilities:Process...