Banking Services & Solutions Specialist

First Citizens Bank; Roanoke (VA); On-site; USD 46,000 - 56,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Specialist to support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and responsive service delivery.

This role covers deposits, payment solutions, digital access products and lending, with emphasis on identifying referrals and collaborating with bank partners to meet community needs while maintaining compliance and customer focus.

Qualifications

• Bachelor's Degree and 0 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
• Preferred Education: Bachelor's degree
• Preferred Area of Experience: Telephone sales
• License or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided.

Responsibilities

• Sales - Achieves individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Operations and Administration - Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures.

Skills

Influence

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Financial Services Specialist to support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and responsive service delivery.

This role covers deposits, payment solutions, digital access products and lending, with emphasis on identifying referrals and collaborating with bank partners to meet community needs while maintaining compliance and customer focus.