Licensed Financial Services Advisor

First Citizens Bank; Kernersville (NC); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

First Citizens Bank in Kernersville is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts, offer related banking services and lending, and refer opportunities to bank partners to expand customer relationships.

This role emphasizes proactive outreach, strong communication, and exceptional customer service, with collaboration across teams to meet community needs and regulatory requirements.

Qualifications

• Bachelor's degree or higher required; 1 year of Sales, customer service or lending experience, or 6 months in a customer support role at First Citizens Bank.

Responsabilités

• Sales - achieve individual/team financial, production and relationship results and engage with customers, prospects, and referral sources.
• Provide excellent customer service, address inquiries, and identify opportunities for referrals.
• Ensure compliance with regulations and bank policies; manage transactions and operational efficiency.

Connaissances

Sales outreach

Communication

Customer service

Adaptability

Teamwork

Influence

Agility

Formation

Bachelor's Degree

Description du poste

First Citizens Bank in Kernersville is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts, offer related banking services and lending, and refer opportunities to bank partners to expand customer relationships.

This role emphasizes proactive outreach, strong communication, and exceptional customer service, with collaboration across teams to meet community needs and regulatory requirements.