Licensed Financial Services Advisor – Bank Sales & Relationships

First Citizens Bank; Charleston (SC); On-site; USD 42,000 - 65,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and service requests.

This role opens deposit accounts and related services and lending, including consumer real estate secured, and identifies referral opportunities to the appropriate bank partner. The position emphasizes high-quality customer service, adherence to regulations, and

Qualifications

• Bachelor's degree and 1 year of sales, customer service or lending experience
• High School Diploma or GED with 5 years in sales, customer service, or lending; or 6 months in a First Citizens customer support role
• Must obtain Series 6/7, 63 and state life insurance licenses within 12 months of hire.

Responsibilities

• Sell and refer opportunities to meet financial, production and relationship goals.
• Open deposit accounts and provide banking services; assist with lending.
• Ensure regulatory compliance and accurate transaction processing.

Skills

Sales process

Financial guidance

Financial literacy

Retail banking

Consultative selling

Consumer banking

Relationship building

Education

Bachelor's degree or equivalent (1 year experience)

High School Diploma or GED

Series 6/7, 63 and life licenses within 12 months

Job description

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and service requests.

This role opens deposit accounts and related services and lending, including consumer real estate secured, and identifies referral opportunities to the appropriate bank partner. The position emphasizes high-quality customer service, adherence to regulations, and