Licensed Personal Banker in Financial Services & Lending

First Citizens Bank; Winston-Salem (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Career development opportunities

Job summary

First Citizens Bank in Winston-Salem, NC is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts, assist with lending, and refer opportunities to bank partners while delivering friendly, knowledgeable guidance.

This role emphasizes proactive outreach, strong communication, and teamwork. Whether licensed or non-licensed, you will help customers with financial products and navigate community engagement to grow relationships

Qualifications

• Structured sales process knowledge and ability to apply it.
• Ability to provide financial guidance and explain products clearly.
• Understanding of retail banking products and services.

Responsibilities

• Achieve sales, production and relationship goals across banking services.
• Engage customers, prospects and referral sources with proactive outreach.
• Ensure accurate transactions and comply with policies and procedures.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Relationship building

Sales outreach

Written and verbal communication

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank in Winston-Salem, NC is seeking a Financial Services Representative to support sales and service delivery in the branch. You will open deposit accounts, assist with lending, and refer opportunities to bank partners while delivering friendly, knowledgeable guidance.

This role emphasizes proactive outreach, strong communication, and teamwork. Whether licensed or non-licensed, you will help customers with financial products and navigate community engagement to grow relationships