Relationship Banking Specialist

First Citizens; Asheville (NC); On-site; USD 42,000 - 66,000; Full time

Job summary

First Citizens Bank is seeking a Financial Services Representative to support sales and service in the branch. The role emphasizes opening deposit accounts, facilitating lending activities, and referring opportunities to bank partners to expand customer relationships.

The candidate should be capable of proactive outreach, strong communication, and adapting to new technologies. Licensing in Series 6/7 and state life licenses may be required depending on the role.

Qualifications

• Proven ability to initiate contact and build relationships with customers.
• Strong communication and interpersonal skills for in-branch sales and service.
• Knowledge of retail banking products and services.
• Ability to learn and adopt new information and technology.
• Capable of working with cross-functional teams to meet goals.

Responsibilities

• Achieve individual/team financial, production and relationship targets.
• Engage customers, prospects and referral sources through proactive outreach.
• Open deposit accounts and related banking services; assist with lending needs.
• Refer sales opportunities to bank partners and support CRA opportunities.
• Ensure compliance with regulations, policies and procedures.

Skills

Sales outreach

Communication

Customer service

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank is seeking a Financial Services Representative to support sales and service in the branch. The role emphasizes opening deposit accounts, facilitating lending activities, and referring opportunities to bank partners to expand customer relationships.

The candidate should be capable of proactive outreach, strong communication, and adapting to new technologies. Licensing in Series 6/7 and state life licenses may be required depending on the role.