Financial Services Specialist

First Citizens; Country Club Forest (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Specialist to support sales and service delivery in the branch and build banking relationships through proactive customer outreach.

The role emphasizes deposits, payment solutions, digital access products, lending, and identifying sales opportunities for bank partners, with emphasis on adapting to branch needs and delivering excellent customer service.

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent and 2 years' experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
• Preferred Education: Bachelor's Degree
• Preferred Area of Experience: Telephone sales

Responsibilities

• Sales - Achieves individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Operations and Administration - Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk and ensure operational efficiency.
• Position Specific Skills: applying a structured sales process and providing financial guidance to customers.

Skills

Sales

Customer service

Communication

Adaptability

Education

Bachelor's degree

High School Diploma or GED

Job description

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

Qualities of a successful candidate:

Influence: Capable of building rapport with different personalities to drive positive results 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: Demonstrates professionalism and empathy in customer interactions

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

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Agility: Able to process information and move quickly through problem resolution

Responsibilities & Qualifications

Duties & Responsibilities:
Sales - Achieves individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engages in sales practices that are aligned to create value for both the customer and the bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.

Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively looks for way to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.

Operations and Administration - Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines. Performs general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills:
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail banking products and services

Qualifications:
Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 2 years' experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Education: Bachelor's Degree

Preferred Area of Experience:Telephone sales

Additional Information

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.