Financial Services Representative (Personal Banker) Position Available In Brunswick, North Carolina

Financial Services Representative (Personal Banker)
First Citizens Bank Long Beach, United States
Posted 23 hours ago Permanent Competitive
Financial Services Representative (Personal Banker)
First Citizens Bank Long Beach, United States
Financial Services Representative (Personal Banker)
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
Responsibilities
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
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

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.
Job

ID 28640

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