Bank Financial Services Rep (Personal Banker)

First Citizens Bank • Pasadena, CA

10d

About The Position

As a Financial Services Representative at First Citizens Bank, you will support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and responses to customer service requests. The role includes opening deposit accounts and related banking services, as well as identifying and referring sales opportunities to the appropriate bank partner.

The position is responsible for achieving assigned financial, production, and relationship results; providing customer-focused financial guidance; and complying with regulations and bank policies to manage risk. It may also include representing the Bank at civic and community events and performing general office management duties.

Requirements

• Bachelor’s degree and 1 year of experience; alternatively, a high school diploma or GED/equivalent and 5 years of experience.
• Experience in sales, customer service, and lending or financial services sales.
• Ability to apply a structured sales process.
• Ability to provide financial guidance and expertise.
• Financial literacy.
• Knowledge of retail banking products and services.

Responsibilities

• Achieve assigned individual and/or team financial, production, and relationship results, with sales aligned to community needs and the Bank’s organizational commitment to diverse lending.
• Engage customers, prospects, and referral sources through proactive outreach; represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
• Use appropriate partnering, planning, and preparation to provide relevant financial guidance and support informed customer decisions.
• Build collaborative partnerships that deliver value to customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities, listen to customers, ask questions to understand their needs, and take prompt action to address immediate needs.
• Seek coaching, support Bank initiatives, and use tools to improve performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
• Complete required training by established deadlines and perform assigned general office management duties.
• Ensure transaction accuracy and operational efficiency when taking deposits.
• Open deposit accounts and related banking services and refer sales opportunities to the appropriate bank partner.

Benefits

• The employer describes a competitive benefits program but does not specify individual benefits in the posting.
• Variable incentives, bonuses, benefits, and/or other awards may be included for some roles, as outlined in the offer of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level