Senior Relationship Banking Specialist

First Citizens; Pinehurst (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

First Citizens Bank is seeking a Senior Financial Services Representative to float between branches and grow banking relationships through proactive outreach and exceptional service. You will open deposit accounts, handle lending (consumer and real estate) and refer sales opportunities to bank partners.

Ideal candidates bring strong sales discipline, interpersonal communication, and a customer-first mindset.

Qualifications

• Bachelor's Degree and 2+ years' experience OR High School Diploma/GED and 6+ years in Sales, customer service, or lending.
• Preferred area of experience: financial services sales, telephone sales.
• Licenses/certifications: bank licensing program within 12 months if required.

Responsibilities

• Achieve sales, production and relationship targets within assigned metrics.
• Engage customers, prospects and referral sources through proactive outreach.
• Represent the Bank at community events to generate business and CRA opportunities.
• Provide financial guidance and expertise to customers and partners.

Skills

Sales outreach

Interpersonal communication

Customer service

Adaptability

Teamwork

Influence

Agility

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Education

Bachelor's degree and 2+ years

Job description

First Citizens Bank is seeking a Senior Financial Services Representative to float between branches and grow banking relationships through proactive outreach and exceptional service. You will open deposit accounts, handle lending (consumer and real estate) and refer sales opportunities to bank partners.

Ideal candidates bring strong sales discipline, interpersonal communication, and a customer-first mindset.