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First Citizens Bank

Financial Services Specialist

Clemson, SC

Overview

  • Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

    The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

    Qualities of a successful candidate:

    Influence: Capable of building rapport with different personalities to drive positive results

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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: Demonstrates professionalism and empathy in customer interactions

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

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Agility: Able to process information and move quickly through problem resolution
Responsibilities

  • The essential functions of the job include, but are not necessarily limited to, the following:

    Proactively engaging customers in conversation about their financial needs

    Opening deposit accounts, small loans and ancillary banking products

    Facilitating customer awareness and education of bank services, including digital banking capabilities

    Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs

    Processing transactions and other account servicing requests
Qualifications

    High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
    Preferred Education: Bachelor's degree
    Preferred Area of Experience: Telephone sales
    License or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided. Required
    Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

Client-provided location(s): Toccoa, GA, USA
Job ID: FCB-16768-en-us
Employment Type: Other

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
  • 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.

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