Financial Services Advisor – Banking & Lending

First Citizens Bank; South Carolina; On-site; USD 32,000 - 46,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative in South Carolina to support branch sales and service delivery. The role includes opening deposit accounts, handling lending activities, and proactively referring opportunities to bank partners.

Candidates should demonstrate a self-starting sales approach, strong communication, customer service, adaptability, and teamwork. Compliance with bank policies and participation in community events are expected to grow business and

Qualifications

• Minimum education and experience requirements as specified in the job ad.
• Knowledge of retail banking products and services is preferred.
• Experience in sales, customer service, or lending is expected.

Responsibilities

• Sell and service banking products, open deposit accounts and related services.
• Refer opportunities to bank partners and engage in proactive outreach.
• Ensure compliance with regulations and bank policies while handling customer interactions.
• Represent the bank in the community to generate business and CRA opportunities.

Skills

Sales outreach

Communication

Customer service

Adaptability

Teamwork

Influence

Structured sales process

Financial guidance

Education

Bachelor's degree + 1 year experience

HS Diploma or GED + 5 years experience

Job description

First Citizens Bank is seeking a Financial Services Representative in South Carolina to support branch sales and service delivery. The role includes opening deposit accounts, handling lending activities, and proactively referring opportunities to bank partners.

Candidates should demonstrate a self-starting sales approach, strong communication, customer service, adaptability, and teamwork. Compliance with bank policies and participation in community events are expected to grow business and