Banking Relationship Specialist - Sales & Service

Socket.dev; Florence (SC); On-site; USD 42,000 - 54,000; Full time

Job summary

First Citizens Bank seeks a Financial Services Specialist to support sales and service delivery in the branch. The role builds banking relationships through proactive outreach and customer service requests, handling deposit accounts, payments, digital access products and lending.

Success requires strong communication, adaptability and teamwork, with the ability to apply a structured sales process and financial guidance to drive informed decisions.

Qualifications

• Bachelor's Degree or high school diploma/GED with related sales or customer service experience.
• Experience in personal banking sales or customer support is acceptable.
• Knowledge of banking products and services is required.

Responsibilities

• Achieve individual or team sales, production and relationship goals.
• Engage with customers and referral sources through proactive outreach.
• Represent the Bank in the community and identify CRA opportunities.
• Provide financial guidance and relevant product recommendations to customers.
• Ensure conversation is aligned to customer needs and regulatory requirements.
• Maintain transaction accuracy and efficient branch operations.

Skills

Sales process

Financial guidance

Financial literacy

Retail banking

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank seeks a Financial Services Specialist to support sales and service delivery in the branch. The role builds banking relationships through proactive outreach and customer service requests, handling deposit accounts, payments, digital access products and lending.

Success requires strong communication, adaptability and teamwork, with the ability to apply a structured sales process and financial guidance to drive informed decisions.