Banking Sales & Service Pro

First Citizens; Pasadena (CA); In loco; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

First Citizens Bank in Pasadena seeks a Financial Services Representative to build and expand banking relationships through proactive customer outreach and service requests. You will open deposit accounts and refer sales opportunities to the appropriate bank partner, while adhering to regulatory requirements and bank policies.

The role emphasizes a structured sales process, financial guidance, and knowledge of retail banking products to serve the community effectively.

Competenze

• Bachelor's Degree with 1 year sales/financial services experience OR High School Diploma with 5 years in sales, customer service, and lending or financial services sales.

Mansioni

• Sales: achieve individual/team financial, production and relationship goals; engage with customers and referrals; participate in community events.
• Service Standards: build partnerships, uncover sales/referrals, ask questions to understand needs, support bank initiatives.
• Operations and Administration: comply with regulations and policies; complete training; ensure transactional accuracy and operational efficiency.

Conoscenze

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Formazione

Bachelor's Degree

High School Diploma or GED

Descrizione del lavoro

First Citizens Bank in Pasadena seeks a Financial Services Representative to build and expand banking relationships through proactive customer outreach and service requests. You will open deposit accounts and refer sales opportunities to the appropriate bank partner, while adhering to regulatory requirements and bank policies.

The role emphasizes a structured sales process, financial guidance, and knowledge of retail banking products to serve the community effectively.