Financial Services Professional

7 days ago


Waynesville, North Carolina, United States First Citizens Bank Full time
Job Title: Financial Services Representative

At 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 supporting sales and service delivery in our branch, building and expanding banking relationships through proactive customer outreach and customer service requests.

Key Responsibilities:
  • Proactive 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
Qualifications:
  • 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
Preferred Area of Experience:
  • Financial services sales, telephone sales; one year experience in a licensed sales role
License or Certification Type:
  • Series 6 or 7, 63, and state-specific life insurance licenses
Required Skill(s):
  • Application of a structured sales process
  • Providing financial guidance and expertise
  • Financial literacy
  • Knowledge of retail banking products and services

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 here:



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