Financial Services Specialist Community

First Citizens Bank • Elizabethtown, NC

5d

About The Position

The Financial Services Specialist supports sales and service delivery in a bank branch. The role builds and expands banking relationships through proactive customer outreach and by responding to customer service requests. It fulfills deposit accounts, payment solutions, digital access products, and lending needs, while identifying and referring sales opportunities to the appropriate bank partner. The specialist adapts to branch needs by working in both transaction processing and sales.

Requirements

• Bachelor's degree; OR high school diploma or GED/equivalent and 2 years of sales or customer service experience; OR 6 months of experience in a customer support role at First Citizens Bank; OR participation in a First Citizens career development program.
• Ability to apply a structured sales process.
• Ability to provide financial guidance and expertise.
• Financial literacy.
• Knowledge of retail banking products and services.
• Customer relations skills.
• Consumer banking knowledge.
• Written and verbal communication skills.
• Transaction processing skills.
• Ability to build rapport with different personalities and drive positive results.
• Self-starter disciplined in managing daily calling activity to achieve required results.
• Comfort and confidence engaging proactively in conversation.
• Professionalism and empathy in customer interactions.
• Ability to learn and adapt quickly to new information and technology.
• Ability to build strong team and cross-functional relationships.
• Ability to manage multiple demands and shift priorities efficiently.
• Ability to process information and move quickly through problem resolution.

Nice To Haves

• Bachelor's degree.
• Telephone sales experience.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals, aligning sales results with community needs and the organization's commitment to diverse lending.
• Engage customers, prospects, and referral sources through proactive outreach.
• When appropriate, represent the Bank at civic and community events to generate business and identify potential CRA opportunities.
• Use sales practices that create value for customers and the Bank; partner, plan, and prepare to provide relevant financial guidance that supports informed decisions.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand needs and preferences, and promptly address immediate needs.
• Seek coaching, support Bank initiatives, and use tools to improve performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
• Complete required training by established deadlines.
• Perform assigned general office management duties to support operational efficiency.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits, contributing to individual and team performance.

Benefits

• The company describes its benefits program as competitive, thoughtfully designed, and intended to meet associates' needs; details are available on the company benefits website.

What This Job Offers

• Job Type: Full-time