Licensed Financial Services Rep: Banking Sales & Service

First Citizens

Kernersville (NC)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Job summary

First Citizens Bank is seeking a Financial Services Representative (FSR) to support sales and service delivery in the branch. The FSR will open deposit accounts, offer lending services, and identify opportunities for referrals to bank partners, while assisting with certain consumer investment needs.

The role emphasizes proactive outreach, strong communication, and customer service skills. The position can be filled as licensed or non-licensed, with opportunities for career development within the

Qualifications

Bachelor's Degree plus 1 year sales, customer service or lending experience.
Or High School Diploma or GED with 5 years in Sales, customer service, or lending.
6 months of experience in a customer support role at First Citizens Bank.
Participation in a First Citizens career development program.

Responsibilities

Achieve individual and/or team financial, production and relationship results.
Engage with customers, prospects and referral sources through proactive outreach.
Foster collaboration and compliance with bank policies and risk management.

Skills

Sales outreach

Interpersonal communication

Customer service

Adaptability

Teamwork

Influence

Agility

Financial guidance

Financial literacy

Retail banking knowledge

Education

Bachelor's degree + 1 year sales experience

High school diploma + 5 years sales experience

First Citizens career development program

Job description

The role emphasizes proactive outreach, strong communication, and customer service skills. The position can be filled as licensed or non-licensed, with opportunities for career development within the

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