Financial Services Specialist (Jr. Personal Banker)

First Citizens Bank • Chester, SC

403d

About The Position

The Financial Services Specialist (Jr. Personal Banker) at First Citizens Bank plays a crucial role in supporting sales and service delivery within the branch. This position focuses on building and expanding banking relationships through proactive customer outreach and service requests, while also fulfilling deposit accounts, payment solutions, digital access products, and lending. The specialist adapts to the branch's needs, providing customer service in both transaction processing and sales roles.

Requirements

• High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
• Must possess a valid driver's license.

Nice To Haves

• Bachelor's degree
• Experience in telephone sales.

Responsibilities

• Proactively engaging customers in conversation about their financial needs.
• Opening deposit accounts, small loans, and ancillary banking products.
• Facilitating customer awareness and education of bank services, including digital banking capabilities.
• Introducing customers to other branch team members or bank partners who can provide solutions for their financial needs.
• Processing transactions and other account servicing requests.

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