Bank Financial Services Rep (Personal Banker)

First Citizens Bank; Pasadena (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests, and you will open deposit accounts and related banking services.

The role emphasizes meeting branch goals, adhering to regulations, and partnering with bank colleagues to identify and refer sales opportunities to the appropriate bank partner.

Qualifications

• Bachelor's degree and 1 year of experience OR High School Diploma/GED with 5 years in sales, customer service, and lending or financial services sales.

Responsibilities

• Sales - achieve financial, production and relationship results with community-focused outreach.
• Service Standards - address customer needs, propose solutions, and support bank initiatives.
• Operations - comply with regulations, training deadlines and maintain accurate transactions.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's Degree + 1 year experience

High School Diploma or GED/Equivalent + 5 years experience

Job description

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 Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner.

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 Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner.

Responsibilities & Qualifications

Duties & Responsibilities:

• Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills

• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Knowledge of retail banking products and services

Qualifications

Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Sales, customer service, and lending or financial services sales

Additional Information

The base pay for this position is generally between $26.00 to $35.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits 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.