Banking Relationship & Sales Specialist

First Citizens Bank; Dillon (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the Dillon, SC branch. The role focuses on opening deposit accounts, assisting with lending, and proactively expanding banking relationships through customer outreach.

Responsibilities include achieving sales goals, providing financial guidance, and maintaining regulatory compliance while delivering high-quality customer service in a bank environment.

Qualifications

• Minimum education: Bachelor's degree and 1 year of experience OR High School Diploma/GED and 5 years in sales, customer service, or lending; or 6 months in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
• Preferred education: Bachelor's degree
• Preferred experience: Financial services sales, telephone sales
• Diversity and CRA engagement through community outreach and referrals

Responsibilities

• Sales: Achieve individual and/or team financial, production and relationship results; engage with customers, prospects and referral sources through proactive outreach
• Service Standards: Foster collaborative partnerships to deliver value for customers and colleagues; initiate conversations to uncover sales or referral opportunities
• Operations and Administration: Comply with regulations and bank policies; complete training; ensure transaction accuracy and operational efficiency

Skills

Sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the Dillon, SC branch. The role focuses on opening deposit accounts, assisting with lending, and proactively expanding banking relationships through customer outreach.

Responsibilities include achieving sales goals, providing financial guidance, and maintaining regulatory compliance while delivering high-quality customer service in a bank environment.