Financial Services Representative (Personal Banker)

First Citizens; Welland; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Financial Services Representative to enhance customer relationships and drive sales. In this dynamic role, you will engage with clients through proactive outreach, understand their banking needs, and facilitate the opening of deposit accounts and loans. Your ability to build trust and communicate effectively will be key to your success. This position offers a unique opportunity to grow within the financial services sector, where you can make a significant impact on customers' financial goals while collaborating with a supportive team. If you are passionate about customer service and sales, this role is perfect for you.

Qualifications

• Bachelor's Degree with 1 year of experience in sales or customer service.
• High School Diploma with 5 years of experience in sales or customer service.

Responsibilities

• Proactive outreach to generate appointments for sales conversations.
• Open deposit accounts and originate loans, including real estate secured loans.
• Identify referrals for wealth and commercial banking.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma or GED

Job description

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.

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 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 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 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 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.

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.