Financial Services Account Manager
7 days ago
At First Citizens Bank, we're seeking a skilled Senior Financial Services Representative to support our sales and service delivery in the branch. As a Senior FSR, you'll play a critical role in building and expanding banking relationships through proactive customer outreach and customer service requests.
About This RoleThis position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. You'll also support the fulfillment of certain consumer investment needs.
Key Qualities- Sales Outreach: Self-starter with the discipline to manage daily calling activity to achieve required results.
- Communication Skills - Interpersonal: Comfortable and confident in proactively engaging in conversation.
- Customer Service Skills: Builds trust and confidence with clients.
- Adaptability: Ability to learn and adapt quickly to new information and technology.
- Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
- Influence: Capable of building rapport with different personalities to drive positive results.
- Agility: Able to process information and move quickly through problem resolution.
- 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.
- Bachelor's Degree and 2 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 OR High School Diploma or GED and 6 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, Must complete federal registration and annual renewal as required by the SAFE Act.
- Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
The estimated salary for this role is $60,000-$80,000 per year, depending on location and experience. Full-time associates are offered a comprehensive benefits program, including health insurance, retirement plans, and paid time off. More information regarding our benefits offerings can be found here:
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