Financial Services Representative (Personal Banker)

MedStar Health; Cape Carteret (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services company seeks a Financial Services Representative to support sales and service delivery in their branch. The role involves proactive customer outreach, opening deposit accounts, and lending, aimed at enhancing banking relationships. Ideal candidates will possess strong sales and communication skills, with a commitment to customer service and teamwork.

Qualifications

• 1 year of experience in Sales, customer service, or lending, or 6 months in a customer support role at First Citizens Bank.
• 5 years of experience in Sales, customer service, or lending with a High School Diploma.
• Participation in a First Citizens career development program.

Responsibilities

• Generate appointments for sales conversations.
• Understand banking needs and financial goals.
• Open deposit accounts and originate loans.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.

Qualities of a successful candidate:

• Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
• Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
• Customer Service Skills: Builds trust and confidence with clients
• Adaptability: Has the ability to learn and adapt quickly to new information and technology
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Influence: Capable of building rapport with different personalities to drive positive results
• Agility: Able to process information and move quickly through problem resolution

Responsibilities

The essential functions of the job include the following:

• Proactive outreach to generate appointments for sales conversations
• Sales conversations to understand banking needs and financial goals
• Open deposit accounts and originate loans (including real estate secured loans)
• Identify referrals for wealth, mortgage and business/commercial banking

Qualifications

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Area of Experience: Financial services sales, telephone sales

License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.