Financial Services Consultant
4 days ago
First Citizens Bank is a dynamic financial institution dedicated to providing exceptional banking services to our customers.
Salary and BenefitsThe estimated annual salary for this position is between $45,000 to $65,000, depending on experience. Our comprehensive benefits package includes health insurance, retirement plans, and paid time off.
Job DescriptionWe are seeking a highly motivated Financial Services Consultant to join our team. As a Senior Sales & Service Representative, you will be responsible for building and expanding banking relationships through proactive customer outreach and customer service requests.
Your key responsibilities will include:
- Proactively engaging customers in conversation about their financial needs
- Opening deposit accounts and ancillary banking products
- Facilitating customer awareness and education of bank services, including digital banking capabilities
- Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
- Processing transactions and other account servicing requests
This role requires a high level of adaptability, with the ability to learn and adapt quickly to new information and technology.
Required Skills and QualificationsTo be successful in this role, you will need:
- A High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
- Strong communication and interpersonal skills, with the ability to build rapport with different personalities
- Knowledge of retail banking products and services
As a full-time associate, you will be eligible for our comprehensive benefits package, which includes health insurance, retirement plans, and paid time off.
LocationThis position will provide coverage for multiple branches, requiring frequent travel and driving to other offices, bank customers, etc.
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