Licensed Financial Services & Lending Specialist

First Citizens; Fuquay-Varina (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

First Citizens Bank in Fuquay-Varina, NC is seeking a Financial Services Representative to support sales and service delivery at the branch, open deposit accounts, handle lending activities, and refer opportunities to partners. You will engage customers through proactive outreach and ensure a smooth banking experience.

The role emphasizes relationship-building, strong communication, teamwork, and adapting to new banking tools while meeting branch targets and regulatory requirements.

Qualifications

• Structured sales process knowledge and ability to apply it in banking
• Ability to provide financial guidance and expertise to customers
• Strong financial literacy and understanding of banking products/services
• Familiarity with retail banking tools and processes

Responsibilities

• Support sales and service delivery in the branch and meet individual/teams targets
• Open deposit accounts and related banking services; assist with lending activities
• Identify and refer sales opportunities to bank partners and assets/CRA opportunities
• Engage customers, prospects and referral sources through proactive outreach and community involvement

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's degree

HS Diploma/GED

Job description

First Citizens Bank in Fuquay-Varina, NC is seeking a Financial Services Representative to support sales and service delivery at the branch, open deposit accounts, handle lending activities, and refer opportunities to partners. You will engage customers through proactive outreach and ensure a smooth banking experience.

The role emphasizes relationship-building, strong communication, teamwork, and adapting to new banking tools while meeting branch targets and regulatory requirements.