Financial Services Representative Float (Float Personal Banker)

First Citizens Bank • Greensboro, NC

8h • Onsite

About The Position

A Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. 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 include: Sales Outreach (self-starter managing daily calling activity), Communication Skills - Interpersonal (comfortable and confident with proactive engagement), Customer Service Skills (builds trust and confidence with clients), Adaptability (learns and adapts quickly to new information and technology), Teamwork (builds strong working relationships), Influence (builds rapport to drive positive results), and Agility (processes information and moves quickly through problem resolution).

Requirements

• Bachelor's Degree and 1 year 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
• Completion of the Bank-sponsored licensing program within 12 months of entering the role (if licensing is required)
• Valid driver's license
• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Knowledge of retail banking products and services

Nice To Haves

• Financial services sales experience
• Telephone sales experience

Responsibilities

• Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Align sales results with the needs of the community and support the organizational commitment to diverse lending.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent 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.
• Ensure appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• 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 ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• 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.
• Be accountable for transaction accuracy and operational efficiency of the deposit function (for associates in roles defined to take deposits).
• Contribute individually and to team performance.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees