Senior Financial Services Representative
Found in: Resume Library US A2 - 6 days ago
A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This 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.
Qualities of a successful candidate:
Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Builds trust and confidence with clients
Adaptability: Has the 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
Responsibilities:
The essential functions of the job include, but are not necessarily limited to, the following:
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
Qualifications:
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 programPreferred Area of Experience: Financial services sales, telephone salesLicense or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
-
Financial Services Representative
Found in: Resume Library US A2 - 6 days ago
Whiteville, North Carolina, United States First Citizens Bank Full timeOverview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...
-
Senior Sales
Found in: Resume Library US A2 - 2 weeks ago
Greenville, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Sales
Found in: Resume Library US A2 - 6 days ago
Asheville, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Sales
Found in: Resume Library US A2 - 2 weeks ago
Boonville, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Licensed Financial Services Representative
Found in: Resume Library US A2 - 2 weeks ago
Hope Mills, North Carolina, United States First Citizens Bank Full timeOverview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...
-
Senior Float Sales
Found in: Resume Library US A2 - 2 weeks ago
Greenville, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Float Sales
Found in: Resume Library US A2 - 2 weeks ago
Sylva, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Float Sales
Found in: Resume Library US A2 - 5 days ago
Waynesville, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Float Sales
Found in: Resume Library US A2 - 6 days ago
Newport, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Outside Sales Representative
6 days ago
Sioux Falls, United States Catholic United Financial Full timeJob DescriptionJob DescriptionDescription:Become Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in parishes across the great state of South Dakota, in communities such as Sioux Falls, Rapid City, and others.Our Outside Sales Representatives work...
-
Senior Float Sales
Found in: Resume Library US A2 - 6 days ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Sales
Found in: Resume Library US A2 - 6 days ago
Fuquay-Varina, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...
-
Senior Financial Analyst
Found in: Resume Library US A2 - 6 days ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: This position is the senior level analyst in financial reporting and analysis for the business unit. Serves as an analytic resource for assigned systems, products, or business units by providing advanced support. Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing...
-
Senior Financial Analyst, Forecasting
Found in: Resume Library US A2 - 2 weeks ago
Charlotte, North Carolina, United States Brightspeed Full timeJob Description We are currently looking for a Senior Financial Analyst, Forecasting & Management Reporting to join our growing Finance team! As Senior Financial Analyst, Forecasting & Management Reporting, you will report directly to the Senior Manager, Forecasting & Management Reporting. In this role, you will be part of a team responsible for...
-
Client Service Coordinator
Found in: Resume Library US A2 - 2 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the...
-
Licensed Financial Services Representative
Found in: Resume Library US A2 - 1 week ago
Columbia, South Carolina, United States First Citizens Bank Full timeOverview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...
-
Licensed Financial Services Representative
Found in: Resume Library US A2 - 6 days ago
Columbia, South Carolina, United States First Citizens Bank Full timeOverview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...
-
Bank Sales
Found in: Resume Library US A2 - 2 weeks ago
Charlotte, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...
-
Bank Sales
Found in: Resume Library US A2 - 6 days ago
Brevard, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...
-
Bank Senior Sales
Found in: Resume Library US A2 - 6 days ago
Greer, South Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...