Community Banking: Sales & Service Specialist

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

Job summary

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests, and you will open deposit accounts and related banking services.

The role emphasizes meeting branch goals, adhering to regulations, and partnering with bank colleagues to identify and refer sales opportunities to the appropriate bank partner.

Qualifications

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

Responsibilities

• Sales - achieve financial, production and relationship results with community-focused outreach.
• Service Standards - address customer needs, propose solutions, and support bank initiatives.
• Operations - comply with regulations, training deadlines and maintain accurate transactions.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's Degree + 1 year experience

High School Diploma or GED/Equivalent + 5 years experience

Job description

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests, and you will open deposit accounts and related banking services.

The role emphasizes meeting branch goals, adhering to regulations, and partnering with bank colleagues to identify and refer sales opportunities to the appropriate bank partner.