Banking Services Rep: Build Relationships & Guide Finances

First Citizens; Santa Monica (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

First Citizens Bank in Santa Monica, CA is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts and refer opportunities to bank partners, building lasting relationships with local customers.

You will engage customers through proactive outreach, ensure compliance, and contribute to community banking initiatives while meeting personal and team targets.

Qualifications

• Bachelor's Degree + 1 year sales/financial services experience or HS Diploma/GED + 5 years in sales or financial services.
• Experience in sales, customer service and lending or financial services sales.
• Knowledge of retail banking products and services.

Responsibilities

• Achieve individual or team financial, production and relationship metrics.
• Engage customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community at civic events to generate business.
• Identify sales/referral opportunities and provide relevant financial guidance.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank in Santa Monica, CA is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts and refer opportunities to bank partners, building lasting relationships with local customers.

You will engage customers through proactive outreach, ensure compliance, and contribute to community banking initiatives while meeting personal and team targets.