Financial Services Advisor — Banking & Lending

First Citizens Bank; Asheville (NC); Presencial; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

Descripción de la vacante

First Citizens Bank is seeking a Financial Services Representative to build and expand banking relationships through proactive outreach and excellent service in our Asheville branch. The role includes opening deposits, handling lending and related services, and referring opportunities to partners.

Candidates should demonstrate sales discipline, strong communication, adaptability, and teamwork, with a licensed path available based on experience. Benefits are part of total rewards.

Formación

• Bachelor's degree with 1 year of sales/service experience or 5 years in sales/customer service or lending with HS diploma.
• Licensed financial services professional with required licenses.
• Strong sales, customer service, and communication skills.
• Willingness to complete bank licensing program within 12 months of joining the role.

Responsabilidades

• Sales: achieve individual and/or team financial, production and relationship results; proactive outreach to customers, prospects and referrals.
• Service: address customer needs, listen actively, and provide relevant financial guidance.
• Operations: comply with regulations and bank policies; complete required training and maintain accuracy in deposits handling.
• Apply structured sales process and knowledge of retail banking products to guide customers.

Conocimientos

Sales outreach

Interpersonal communication

Customer service

Adaptability

Teamwork

Influence

Agility

Educación

Bachelor's degree

High school diploma or GED

Herramientas

Series 6/7

State life licenses

Descripción del empleo

First Citizens Bank is seeking a Financial Services Representative to build and expand banking relationships through proactive outreach and excellent service in our Asheville branch. The role includes opening deposits, handling lending and related services, and referring opportunities to partners.

Candidates should demonstrate sales discipline, strong communication, adaptability, and teamwork, with a licensed path available based on experience. Benefits are part of total rewards.