Financial Services Specialist
21 hours ago
Overview
We are seeking a skilled Financial Services Specialist to join our team at First Citizens Bank. As a key member of our branch, you will play a vital role in delivering exceptional customer service and driving sales growth.
The successful candidate will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery. This includes identifying and referring sales opportunities to the appropriate bank partners, processing transactions, and providing financial guidance and expertise.
Key responsibilities include:
- Proactively engaging customers in conversation about their financial needs
- Opening deposit accounts, small loans, 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 can provide solutions for their financial needs
- Processing transactions and other account servicing requests
Qualifications:
We are looking for candidates with a high school diploma or equivalent and at least 2 years of experience in sales or customer service. A bachelor's degree is preferred, along with experience in telephone sales or banking. A valid driver's license is also required, as this position may involve driving to other offices, bank customers, etc.
This role offers a competitive salary of $60,000 - $80,000 per year, depending on experience, plus a comprehensive benefits package that includes customized offerings to support your well-being and career development. At First Citizens Bank, we strive to create a workplace where our associates feel valued, supported, and empowered to succeed.
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