Financial Services Representative
5 days ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for building and expanding banking relationships through proactive customer outreach and customer service requests.
Key Responsibilities- Proactively 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
- 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
- License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role
- 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: https://jobs.firstcitizens.com/benefits
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