Banking Sales & Service Advisor (Licensed or Non-Licensed)

First Citizens; Hanes (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative (FSR) to support sales and service delivery in the branch. You will open deposit accounts, support lending, and identify opportunities for bank partners through proactive outreach and responsive customer service.

You will build relationships, work with cross-functional teams, and comply with regulations while delivering financial guidance and banking products.

Qualifications

• Bachelor's degree and 1 year in sales, customer service, or lending.
• Alternative: High school diploma/GED with 5 years in sales, customer service, or lending.
• Preferred: licensed sales experience or participation in a First Citizens career development program.

Responsibilities

• Sales: achieve individual/team financial, production and relationship goals through proactive outreach.
• Service Standards: build collaborative relationships and address customer needs with proactive engagement.
• Operations: comply with regulations and bank policies to ensure risk management and operational efficiency.

Skills

Sales Outreach

Communication Skills

Customer Service

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma

Job description

First Citizens Bank is seeking a Financial Services Representative (FSR) to support sales and service delivery in the branch. You will open deposit accounts, support lending, and identify opportunities for bank partners through proactive outreach and responsive customer service.

You will build relationships, work with cross-functional teams, and comply with regulations while delivering financial guidance and banking products.