Hybrid Client Banking Advisor: Sales & Service

First Citizens Bank; Phoenix (AZ); Hybrid; USD 52,000 - 72,000; Full time

Job summary

First Citizens Bank in Phoenix is seeking a hybrid Sales and Service Associate to support sales and service delivery to bank associates and consumers in target markets. You will open deposit accounts, discuss lending options including consumer real estate, and identify opportunities to refer customers to bank partners.

The role emphasizes proactive outreach, relationship building, and delivering compliant service.

Qualifications

• Bachelor's Degree and 1 year of experience in Sales, customer service, or lending or financial services sales.
• High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales.

Responsibilities

• Achieve individual and team financial, production, and relationship results aligned with goals.
• Foster partnerships and identify sales or referral opportunities.
• Ensure regulatory compliance and operate efficiently while completing trainings.

Skills

Sales process

Financial guidance

Financial literacy

Retail banking

Financial analysis

Credit underwriting

Financial plan

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank in Phoenix is seeking a hybrid Sales and Service Associate to support sales and service delivery to bank associates and consumers in target markets. You will open deposit accounts, discuss lending options including consumer real estate, and identify opportunities to refer customers to bank partners.

The role emphasizes proactive outreach, relationship building, and delivering compliant service.