Personal Banking Sales Specialist

First Citizens Bank; Elizabethtown (NC); On-site; USD 40,000 - 52,000; Full time

Job summary

First Citizens Bank in North Carolina is hiring a Financial Services Specialist to support sales and service delivery in the branch. You will build banking relationships through proactive outreach and handle deposit accounts, payments, digital access products and lending with accuracy and care.

In this role you will combine transaction processing duties with sales activities, delivering excellent customer service, complying with regulations, and referring opportunities to bank partners for the

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 2 years in sales or customer service; or 6 months in a First Citizens customer support role; or participation in a career development program.
• Preferred: Bachelor's Degree.
• Preferred experience in telephone sales.

Responsibilities

• Sales: achieve individual/team financial, production and relationship goals with community-focused outreach.
• Service standards: foster partnerships, uncover sales/referral opportunities, address customer needs with questions and attentive listening.
• Operations and administration: comply with regulations and policies, complete required training, ensure accuracy and efficiency in deposits and transactions.

Skills

Influence

Sales outreach

Communication skills

Customer service

Adaptability

Teamwork

Flexibility

Agility

Structured sales process

Financial guidance

Customer relations

Consumer banking knowledge

Transaction processing

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank in North Carolina is hiring a Financial Services Specialist to support sales and service delivery in the branch. You will build banking relationships through proactive outreach and handle deposit accounts, payments, digital access products and lending with accuracy and care.

In this role you will combine transaction processing duties with sales activities, delivering excellent customer service, complying with regulations, and referring opportunities to bank partners for the