Banking Relationship Specialist

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

Job summary

First Citizens Bank seeks a Financial Services Representative to float across branches, building and expanding banking relationships. You will open deposit accounts, process lending activities, and identify opportunities for cross-sell and referrals, while delivering exceptional customer service.

The role emphasizes proactive outreach, strong communication, and the ability to adapt to varying branch needs. Collaboration with bank partners supports community-focused growth and CRA opportunities.

Qualifications

• Proven ability to drive sales and deliver customer service across banking products.
• Strong communication and interpersonal skills for proactive outreach and relationship building.
• Ability to manage multiple tasks, adapt to new information quickly and learn banking tools.
• Experience in retail banking or financial services is a plus.

Responsibilities

• Achieve individual and team sales, production and relationship goals aligned with community needs.
• Engage customers, prospects and referral sources through proactive outreach and community involvement.
• Ensure regulatory compliance, accurate processing and efficient branch operations.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank seeks a Financial Services Representative to float across branches, building and expanding banking relationships. You will open deposit accounts, process lending activities, and identify opportunities for cross-sell and referrals, while delivering exceptional customer service.

The role emphasizes proactive outreach, strong communication, and the ability to adapt to varying branch needs. Collaboration with bank partners supports community-focused growth and CRA opportunities.