Licensed Financial Services Representative - Float (Personal Banker)

Davita Inc.; Greenville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services company seeks a Financial Services Representative to support sales operations and build banking relationships through proactive customer service. The role requires engagement with clients, managing accounts, and providing tailored financial advice. Ideal candidates possess a strong sales and customer service background, relevant qualifications, and the ability to adapt quickly to new challenges.

Qualifications

• 1 year of experience in Sales, customer service, or lending.
• 6 months of customer support experience preferred.
• Series 6 or 7, 63 licenses desired.

Responsibilities

• Proactive outreach to generate appointments for sales.
• Open deposit accounts and originate loans.
• Provide financial advice for investment needs.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree

High School Diploma or GED

Tools

Financial literacy

Knowledge of retail banking products

Job description

Overview

A Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

Qualities of a successful candidate:

• Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
• Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
• Customer Service Skills:Builds trust and confidence with clients
• Adaptability:Has the ability to learn and adapt quickly to new information and technology
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Influence:Capable of building rapport with different personalities to drive positive results
• Agility: Able to process information and move quickly through problem resolution

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

• Proactive outreach to generate appointments for sales conversations
• Sales conversations to understand banking needs and financial goals
• Open deposit accounts and originate loans (including real estate secured loans)
• Identify referrals for wealth, mortgage and business/commercial banking
• Provide financial advice and establish accounts for investment and retirement needs

Qualifications

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role

License or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses. Valid driver's license

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.