Financial Services Representative

Join to apply for the Financial Services Representative role at First Citizens Bank2 weeks ago Be among the first 25 applicantsJoin to apply for the Financial Services Representative role at First Citizens BankGet AI-powered advice on this job and more exclusive features.OverviewA 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.OverviewA 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.Qualities Of a Successful CandidateSales 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 conversationCustomer Service Skills: Builds trust and confidence with clientsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsInfluence: Capable of building rapport with different personalities to drive positive resultsAgility: Able to process information and move quickly through problem resolutionResponsibilitiesThe essential functions of the job include the following:Proactive outreach to generate appointments for sales conversationsSales conversations to understand banking needs and financial goalsOpen deposit accounts and originate loans (including real estate secured loans)Identify referrals for wealth, mortgage and business/commercial bankingQualificationsBachelor'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 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 servicesBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBanking and Financial ServicesReferrals increase your chances of interviewing at First Citizens Bank by 2xGet notified about new Financial Services Representative jobs in Lancaster, SC.Private Client Banker - (New Build) Indian Trail - Indian Trail, NCFort Mill, SC $64,800.00-$108,000.00 1 week agoCharlotte, NC $80,000.00-$120,000.00 1 month agoFinancial Solutions Advisor - Carolina Lakes Financial CenterPatient Access Representative II- Piedmont Medical CenterPatient Access Representative II- Piedmont Medical CenterPatient Access Representative II- Piedmont Medical CenterPatient Access Representative II- Piedmont Medical CenterWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr