Licensed Financial Services Representative

Found in: Resume Library US A2 - 6 days ago

Columbia South Carolina, United States First Citizens Bank Full time
Overview:
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); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

 

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

Provide financial advice and establish accounts for investment and retirement needs

 

Qualifications:
Bachelor's Degree and 1 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 5 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 sales; one year experience in a licensed sales roleLicense or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

  • Licensed Financial Services Representative

    Found in: Resume Library US A2 - 1 week ago

    Columbia, South Carolina, United States First Citizens Bank Full time

    Overview: 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 - 2 weeks ago

    Hope Mills, North Carolina, United States First Citizens Bank Full time

    Overview: 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);...

  • Financial Services Representative

    Found in: Resume Library US A2 - 6 days ago

    Whiteville, North Carolina, United States First Citizens Bank Full time

    Overview: 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);...

  • Float Sales

    Found in: Resume Library US A2 - 6 days ago

    Florence, South Carolina, United States First Citizens Bank Full time

    Overview: 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...

  • Remote Life Insurance Sales Representative

    7 days ago

    Columbia, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Remote Life Insurance Sales Representative

    6 days ago

    Columbia, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Bank Float Sales

    Found in: Resume Library US A2 - 6 days ago

    Simpsonville, South Carolina, United States First Citizens Bank Full time

    Overview: 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...

  • Senior Financial Services Representative

    Found in: Resume Library US A2 - 6 days ago

    Granite Falls, North Carolina, United States First Citizens Bank Full time

    Overview: 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...

  • Admissions Representative

    Found in: Resume Library US A2 - 1 week ago

    Columbia, South Carolina, United States ECPI University Full time

    Overview: Admissions Representative This position will work at ECPI University’s Columbia, SC campus located at 250 Berryhill Rd.   Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates,...

  • Account Representative

    Found in: Resume Library US A2 - 7 days ago

    Columbia, South Carolina, United States Givens Full time

    Givens is Driven to Deliver - both for our customers and our employees. Since 1957 we have provided our customers with a single source solution for warehouse, distribution, transportation, packing and crating and air freight services. We have been growing significantly over the last few years and continue to grow at a rapid pace. We are looking for an...

  • Medical Service Representative

    Found in: Resume Library US A2 - 6 days ago

    Greenville, South Carolina, United States LifeMD Full time

    About us LifeMD is headquartered in NYC and is a leading provider of virtual primary care. LifeMD offers telemedicine, laboratory and pharmacy services, and specialized treatment across more than 200 conditions, including primary care, men’s health, women’s health, allergy & asthma, and dermatology. Leveraging a vertically-integrated, proprietary...

  • Senior Bank Float Sales

    Found in: Resume Library US A2 - 6 days ago

    Lexington, South Carolina, United States First Citizens Bank Full time

    Overview: 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...

  • Financial Sales Manager

    Found in: Resume Library US A2 - 6 days ago

    Asheville, North Carolina, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...

  • Field Service Representative, Charleston SC

    Found in: beBee S US - 2 weeks ago

    South Carolina, United States Veolia Water Technologies & Solutions Full time

    Around the globe, we help cities and industries manage, optimize and make the most of their resources. We provide an array of solutions related to water, energy and materials to promote a cleaner more sustainable world for all of us.The collective expertise and passion of our people, combined with a broad portfolio of over 10,000 technologies, makes us...

  • Licensed Premier Relationship Banker

    Found in: beBee S US - 2 weeks ago

    Columbia, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Premier Relationship Banker,...

  • Financial Services Specialist

    Found in: Resume Library US A2 - 6 days ago

    Charleston, South Carolina, United States First Citizens Bank Full time

    Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.   The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of...

  • Financial Services Professional

    5 hours ago

    West Columbia, United States New York Life Full time

    At New York Life Insurance Company, were dedicated to prudent financial management and impeccable service. Were looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, youll have the opportunity to accelerate your path to management, and advance within 12 months. Our financial professionals help clients develop...

  • Senior Float Bank Sales

    Found in: Resume Library US A2 - 6 days ago

    Bennettsville, South Carolina, United States First Citizens Bank Full time

    Overview: 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...

  • Financial Sales Manager II

    Found in: Resume Library US A2 - 6 days ago

    Greenville, South Carolina, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...

  • Bank Senior Sales

    Found in: Resume Library US A2 - 6 days ago

    Greer, South Carolina, United States First Citizens Bank Full time

    Overview: 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...