Relationship Banking & Lending Specialist

First Citizens; Hope Mills (NC); On-site; USD 38,000 - 58,000; Full time

Job summary

First Citizens Bank seeks a Financial Services Representative to float among branches, expanding banking relationships through proactive outreach, opening deposit accounts, and offering lending solutions including consumer real estate secured loans.

You will identify and refer sales opportunities to the appropriate bank partner, deliver exceptional customer service, and collaborate with branch teams to ensure compliant, efficient operations while supporting community needs.

Qualifications

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

Responsibilities

• Sales: achieve individual/team financial, production and relationship targets.
• Service: initiate conversations to uncover sales or referral opportunities and address customer needs.
• Operations: comply with regulations and ensure operational efficiency and manage risk in personal interactions and transactions.

Skills

Sales outreach

Interpersonal skills

Customer service

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's degree

High School Diploma or GED

Job description

First Citizens Bank seeks a Financial Services Representative to float among branches, expanding banking relationships through proactive outreach, opening deposit accounts, and offering lending solutions including consumer real estate secured loans.

You will identify and refer sales opportunities to the appropriate bank partner, deliver exceptional customer service, and collaborate with branch teams to ensure compliant, efficient operations while supporting community needs.