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Financial Services Development Associate
full-timeRoanoke

Summary

Location

Roanoke

Type

full-time

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About this role

Overview

This program will start on June 18, 2026.

 

Looking for an opportunity to work face to face with branch clients expanding banking relationships and uncovering additional sales opportunities?

 

First Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program. The journey begins with a customized study program to obtain investment and insurance licenses including the Securities Industry Essentials [SIE], Series 6, 63 and state-specific life insurance. Once complete, you'll then learn core banking principles and consultative selling skills necessary to be successful in this industry. This 6-month program is fast-paced and interactive providing opportunities to apply what you've learned in a safe, supportive environment. Upon successful graduation of the FSDA program, you will be placed locally in a branch licensed role helping First Citizens clients with their banking and overall financial needs.  At First Citizens, we're committed to your professional growth and provide dedicated coaches to help our licensed teammates achieve their full potential.

 

What it takes to be successful:

Motivation to accomplish goals

Passionate about building and nurturing relationships with clients

Communicates clearly and confidently

Works well in a collaborative environment

Ability to manage complexity and prioritize tasks in a fast-paced environment

* Strong critical thinking and problem-solving skills

 

**The first 2.5 months of this program will take place in Raleigh, NC. Associates will be provided temporary housing, by the bank, during this timeframe.  The remaining 3.5 months will be spent working and training in your branch location.


Responsibilities

  • Training - Attend all classroom training and complete required training elements by established deadlines. Demonstrate ability to apply knowledge through classroom exercises and on the job training. Earn required licenses within expected timeframe.
  • Sales - Apply specific classroom instruction behaviors to customer interactions through a job shadow experience. Demonstrate proficiency through customer interaction by achieving results on relative to the specific metrics and goals assigned. Engage with customers, prospects, and referral sources through proactive outreach.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Qualifications

Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending

 

License Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:

 

  • Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.
  • Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.
  • SAFE Act registration required within 6 months of beginning the LPA track.

 

Preferred Area of Experience: Financial services sales, telephone sales

 

Preferred Education:  Bachelor's Degree obtained within last 2 years

 

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.

Other facts

Tech stack
Motivation,Relationship Building,Communication,Collaboration,Task Management,Critical Thinking,Problem Solving,Sales,Customer Service

About First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.

Social Media Terms of Use: https://www.firstcitizens.com/socialterms

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The role involves attending classroom training, applying knowledge through exercises and job shadowing, and achieving sales metrics through customer interactions. Associates will also engage with customers to uncover sales opportunities and address their financial needs.

Ready to join First Citizens Bank?

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Frequently Asked Questions

What does a Financial Services Development Associate do at First Citizens Bank?

As a Financial Services Development Associate at First Citizens Bank, you will: the role involves attending classroom training, applying knowledge through exercises and job shadowing, and achieving sales metrics through customer interactions. Associates will also engage with customers to uncover sales opportunities and address their financial needs..

Why join First Citizens Bank as a Financial Services Development Associate?

First Citizens Bank is a leading Banking company.

Is the Financial Services Development Associate position at First Citizens Bank remote?

The Financial Services Development Associate position at First Citizens Bank is based in Roanoke, Virginia, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Financial Services Development Associate position at First Citizens Bank?

You can apply for the Financial Services Development Associate position at First Citizens Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about First Citizens Bank on their website.