Financial Services Representative (Personal Banker)
3+ months ago• Fair Play, SC
This job is no longer available.
Overview
A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
Qualities of a successful candidate:
- Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
- Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
- Customer Service Skills: Builds trust and confidence with clients
- Adaptability: Has the ability to learn and adapt quickly to new information and technology
- Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
- Influence: Capable of building rapport with different personalities to drive positive results
- Agility: Able to process information and move quickly through problem resolution
The essential functions of the job include the following:
- Proactive outreach to generate appointments for sales conversations
- Sales conversations to understand banking needs and financial goals
- Open deposit accounts and originate loans (including real estate secured loans)
- Identify referrals for wealth, mortgage and business/commercial banking
Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Area of Experience: Financial services sales, telephone sales
License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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Client-provided location(s): Fair Play, SC
Job ID: FCB-28141-en-us
Employment Type: OTHER
Posted: 2025-03-26T12:38:47
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Financial Counseling
- Profit Sharing
Professional Development
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Promote From Within
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at First Citizens Bank.