Dynamic Banking Services Specialist

First Citizens Bank; Hope Mills (NC); On-site; USD 38,000 - 48,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative to float among branches, building relationships through proactive outreach and strong customer service. The role involves opening deposit accounts, handling lending activities including consumer real estate secured, and identifying referral opportunities for bank partners.

You will engage customers, prospects, and referral sources to meet sales, production, and service goals while adhering to regulations and bank policies.

Qualifications

• Sales outreach across branches to hit targets.
• Strong communication and interpersonal skills.
• Customer service focus to build trust with clients.
• Adaptability to learn new information and technology.
• Teamwork to collaborate across teams.
• Ability to influence and build rapport with diverse customers.
• Agility in resolving issues and guiding customers.

Responsibilities

• Sales - achieve individual and/or team financial, production and relationship results; engage customers, prospects and referrals; represent the Bank in the community when appropriate.
• Service Standards - initiate conversations to uncover sales or referral opportunities; address customer needs with strong questioning and listening.
• Operations and Administration - comply with regulations and bank policies; maintain transaction accuracy and efficiency; complete required training.

Skills

Sales outreach

Communication

Customer service

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's degree and 1 year experience in Sales or Lending

High School Diploma or GED + 5 years experience in Sales or Lending

First Citizens career development program

Job description

First Citizens Bank is seeking a Financial Services Representative to float among branches, building relationships through proactive outreach and strong customer service. The role involves opening deposit accounts, handling lending activities including consumer real estate secured, and identifying referral opportunities for bank partners.

You will engage customers, prospects, and referral sources to meet sales, production, and service goals while adhering to regulations and bank policies.