Financial Services Representative

4 days ago


Charleston, West Virginia, United States First Citizens Bank Full time
Job Summary

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for 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
  • 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
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of retail banking products and services
Preferred Qualifications
  • Financial services sales experience
  • Telephone sales experience
  • Knowledge of financial literacy and financial guidance
What We Offer

At First Citizens Bank, we offer a comprehensive benefits program, including customized offerings to support our associates' diverse needs. We are committed to providing a work environment that is inclusive, supportive, and empowering. If you are a motivated and results-driven individual who is passionate about building strong relationships and delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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