Financial Services Development Associate

First Citizens Bank • Columbia, SC

398d

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 obtaining necessary investment and insurance licenses and learning core banking principles and consultative selling skills. Graduates will assist clients with their banking and investment needs, with opportunities for professional growth within the bank.

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
• Motivation to accomplish goals
• Passionate about building and nurturing relationships with clients
• Ability to communicate 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

Nice To Haves

• Financial services sales experience
• Telephone sales experience
• 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
• Customized offerings to support families
• Temporary housing provided during training

What This Job Offers

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