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Financial Services Representative Platform Sales (Licensed Personal Banker)
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Full-time
bachelor degree, high school
Competitive benefits program
Posted 5d ago
Apply by Jul 30
~40 hrs/week
Responsibilities
The Financial Services Representative is responsible for expanding banking relationships through proactive customer outreach and providing financial guidance. They also manage deposit accounts, lending services, and ensure operational efficiency while adhering to bank policies and regulations.
Requirements
Candidates must have either a Bachelor's degree with 1 year of relevant experience or a High School Diploma/GED with 5 years of experience. Possession of Series 6 or 7, 63, and state-specific life insurance licenses is preferred.
Full job description
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. This role supports the fulfillment of certain consumer investment needs.
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.
Responsibilities
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
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.
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications
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; one year experience in a licensed sales role
License or Certification Type: Must have or obtain Series 6 or 7, 63 and state specific life insurance licenses within 12 months of hire
Required Skills: 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.
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
Offices: 4300 Six Forks Road, Raleigh, North Carolina 27609, US
How much do Customer Service & Support jobs in North Carolina pay?
Based on 1770 listings with disclosed salaries, most customer service & support jobs in North Carolina pay between $44k–$105k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in North Carolina right now?
There are currently 23,878 open customer service & support positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in North Carolina?
Companies currently hiring include Domino's, Lowe's Companies, Inc., CVS Health, Allied Universal, Great Clips Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in North Carolina?
Yes — 1127 of the 23878 open customer service & support positions offer remote or hybrid work (551 remote, 576 hybrid).
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