Financial Services Representative (Personal Banker)

First Citizens Bank • Fayetteville, NC

86d

About The Position

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.

Requirements

• 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
• 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
• 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

• 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

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees