Branch Banking & Relationship Specialist

First Citizens; Kirkwood (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

First Citizens 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 service requests, handling deposits, payments, digital products and lending with a focus on customer satisfaction.

You will engage customers and referral sources, represent the bank in the community, and collaborate with cross-functional teams to drive growth while ensuring compliance with bank

Qualifications

• Bachelor's Degree OR High School Diploma/GED with 2 years in sales or customer service.
• Preferred Education: Bachelor's degree.
• Preferred Area of Experience: Telephone sales.

Responsibilities

• Sales: achieves individual and/or team financial, production and relationship results relative to the metrics and goals.
• Service Standards: fosters collaborative partnerships and initiates conversations to uncover sales/referral opportunities.
• Operations and Administration: complies with regulations and bank policies to manage risk and ensure operational efficiency.

Skills

Influence

Sales Outreach

Communication Skills

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens 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 service requests, handling deposits, payments, digital products and lending with a focus on customer satisfaction.

You will engage customers and referral sources, represent the bank in the community, and collaborate with cross-functional teams to drive growth while ensuring compliance with bank