Senior Banking Sales & Service Specialist

First Citizens Bank; Pinehurst (NC); On-site; USD 45,000 - 62,000; Full time

Job summary

First Citizens Bank is seeking a Senior Financial Services Representative who will float to different branches within the market to build relationships and drive sales. You will open deposit accounts and support related banking services and lending, including consumer real estate secured, while referring opportunities to the appropriate bank partner.

The role emphasizes proactive outreach, high-quality customer service, and collaboration with cross-functional teams to meet community needs and

Qualifications

• Bachelor's degree plus 2 years of experience or a high school diploma and 6 years of relevant experience.
• Experience in sales, customer service or lending is valued.
• Willingness to participate in bank licensing and training requirements.

Responsibilities

• Sales: achieve individual and team financial, production and relationship goals.
• Provide proactive outreach to customers and referrals to drive business.
• Open deposit accounts and support related banking services and lending.
• Ensure compliance with regulations and bank policies in daily activities.

Skills

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Influence

Agility

Education

Bachelor's Degree + 2 years

High School Diploma or GED/Equivalent + 6 years

First Citizens Bank experience program

Job description

First Citizens Bank is seeking a Senior Financial Services Representative who will float to different branches within the market to build relationships and drive sales. You will open deposit accounts and support related banking services and lending, including consumer real estate secured, while referring opportunities to the appropriate bank partner.

The role emphasizes proactive outreach, high-quality customer service, and collaboration with cross-functional teams to meet community needs and