Financial Services Development Associate

First Citizens Bank • Wilmington, NC

421d

About The Position

The Financial Services Development Associate position at First Citizens Bank is an entry-level role designed to kickstart a career in financial services through a structured licensed sales development program. This program includes a customized study plan to obtain necessary investment and insurance licenses, followed by training in core banking principles and consultative selling skills. Graduates will transition into licensed roles, assisting clients with their banking and investment needs, while having access to various career paths within Banking and Wealth Management.

Requirements

• Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending.
• Participation in the next available Licensed Platform Associate (LPA) track and acquisition of all necessary state and federal licenses within 6 months of starting the LPA track.

Nice To Haves

• Experience in financial services sales or telephone sales.
• Bachelor's Degree obtained within the last 2 years.

Responsibilities

• Proactive outreach to generate appointments for sales conversations.
• Conduct 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.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours) with customized offerings to support families.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED