Lead Financial Services Professional
1 week ago
Job Description
">We are seeking a highly motivated and results-driven Lead Financial Services Professional to join our team at First Citizens Bank. In this role, you will be responsible for proactively engaging with customers to build and expand banking relationships.
About the Role
">This is an excellent opportunity to leverage your sales, customer service, and lending experience to drive business growth and provide exceptional customer experiences. As a Lead Financial Services Professional, you will be required to:
- 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.
Key Qualities
">To succeed in this role, you must possess the following qualities:
- Sales Outreach: Self-starter with daily calling discipline.
- Communication Skills: Comfortable, confident conversation engagement.
- Customer Service Skills: Builds trust and confidence with clients.
- Adaptability: Learns quickly and adapts to new information and technology.
- Teamwork: Builds strong working relationships.
- Influence: Builds rapport with different personalities to drive results.
- Agility: Processes information quickly to resolve problems.
Requirements
">To be considered for this role, you must meet the following requirements:
- Bachelor's Degree and 2 years of sales, customer service, or lending experience.
- Or 6 months of customer support experience at First Citizens Bank.
- Or participation in a First Citizens career development program.
Preferred Experience
">Prior experience in financial services sales, telephone sales, or licensed sales roles is preferred.
Licenses/Certifications
">You must hold Series 6, 63, and State specific life insurance licenses. Series 7 Licenses held by FCIS. Compliance with federal registration and annual renewal as per the SAFE Act.
Estimated Salary Range
">$60,000 - $80,000 per year, depending on experience.
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