Financial Services Representative

1 day 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 building and expanding banking relationships through proactive customer outreach and customer service requests.

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 services.
  • Provide financial advice and establish accounts for investment and retirement needs.
Requirements:
  • 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 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.
About First Citizens Bank:

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets.

We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.

First Citizens Bank. Forever First. Member FDIC.

Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.



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