Financial Services Representative (Personal Banker)

First Citizens Bank; Vinton (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading bank in Virginia seeks a Financial Services Representative to drive sales and service delivery in the branch. The role involves customer outreach, account management, and referral generation for banking services. Ideal candidates will possess strong sales and communication skills, along with a commitment to excellent customer service.

Qualifications

• Bachelor's Degree with 1 year of relevant experience or High School Diploma with 5 years.
• Recent experience in sales, customer service, or lending preferred.

Responsibilities

• Conduct proactive sales outreach to generate new accounts.
• Open deposit accounts and originate loans.
• Identify referrals for other banking services.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma or GED

Job description

Pay: Competitive

Employment type: Full-Time

Job Description

• Req#: 16422
• 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. Responsibilities include opening deposit accounts, related banking services, lending (including consumer real estate secured), and identifying and referring sales opportunities to the appropriate bank partner.
• Qualities of a successful candidate:
  • Sales Outreach: Self-starter, disciplined in managing daily calling activity
  • Communication Skills - Interpersonal: Comfortable and confident engaging in conversations
  • Customer Service Skills: Builds trust and confidence with clients
  • Adaptability: Learns and adapts quickly to new information and technology
  • Teamwork: Builds strong working relationships within and across teams
  • Influence: Builds rapport to drive positive results
  • Agility: Processes information and resolves problems quickly
• Responsibilities:
  • Proactive outreach to generate sales appointments
  • Conduct 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 year of experience in sales, customer service, or lending; or 6 months 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 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: If required, complete the bank-sponsored licensing program within 12 months
• Required Skills: Application of a structured sales process, providing financial guidance, financial literacy, knowledge of retail banking products and services

About the company

First Citizens commercial banking helps you find solutions, services, and products that fit your commercial business needs.

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