Banking Advisor & Relationship Builder

First Citizens; Charlotte (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens is seeking a Financial Services Representative to support branch sales and service delivery in Charlotte, NC. You will open deposit accounts and related banking services, assist with consumer lending, and proactively reach out to customers to expand relationships.

The role emphasizes relationship building, member outreach, and referral to bank partners while maintaining compliance and quality service.

Qualifications

• Bachelor's degree with 1 year sales, customer service, or lending experience, or HS diploma with 5 years in related roles.
• Preferred experience in financial services or retail banking environments.
• Licensing or certification requirements to be completed within 12 months of starting.

Responsibilities

• Drive sales and service delivery from the branch through proactive customer outreach.
• Open deposit accounts and related banking services; handle consumer lending activities.
• Identify and refer sales opportunities to bank partners and ensure compliance with policies.

Skills

Sales outreach

Communication skills

Customer service

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens is seeking a Financial Services Representative to support branch sales and service delivery in Charlotte, NC. You will open deposit accounts and related banking services, assist with consumer lending, and proactively reach out to customers to expand relationships.

The role emphasizes relationship building, member outreach, and referral to bank partners while maintaining compliance and quality service.