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Financial Services Representative
2 months ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a Financial Services Representative, you will play a critical role in supporting sales and service delivery by floating to different branches within a market.
Key Responsibilities- Proactive Outreach: Develop and execute a proactive outreach strategy to generate appointments for sales conversations with customers.
- Sales Conversations: Engage in sales conversations to understand customers' banking needs and financial goals, and provide personalized solutions to meet their needs.
- Deposit Account Management: Open deposit accounts and originate loans, including real estate secured loans, to help customers achieve their financial goals.
- Referral Generation: Identify referrals for wealth, mortgage, and business/commercial banking services to help customers achieve their financial goals.
- Education: 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.
- Preferred Experience: Financial services sales, telephone sales, and knowledge of retail banking products and services.
- Licenses and Certifications: Valid driver's license and completion of the Bank-sponsored licensing program within 12 months of entering the role.
At First Citizens Bank, we offer a comprehensive benefits program, including customized offerings to support our associates' families, however defined. Our benefits program is designed to meet our associates where they are in life.
