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First Citizens Bank is Hiring a Financial Services Representative (Personal Banker) Near Kings Grant, NC
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.
Qualities of a successful candidate:
- Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
- Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
- Customer Service Skills: Builds trust and confidence with clients
- Adaptability: Has the ability to learn and adapt quickly to new information and technology
- Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
- Influence: Capable of building rapport with different personalities to drive positive results
- Agility : Able to process information and move quickly through problem resolution
The essential functions of the job include the following:
- 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
- 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 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
- Preferred Area of Experience: Financial services sales, telephone sales
- License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role
- Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Job Summary
Full Time
$53k-74k (estimate)
04/22/2024
05/10/2024
firstcitizens.com
MILWAUKEE, WI
3,000 - 7,500
1898
RALPH GARCIA
$1B - $3B
Banking
Related Companies
About First Citizens Bank
For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ...
than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC
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The following is the career advancement route for Financial Services Representative (Personal Banker) positions, which can be used as a reference in future career path planning. As a Financial Services Representative (Personal Banker), it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative (Personal Banker). You can explore the career advancement for a Financial Services Representative (Personal Banker) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
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Opt for more than a basic bank account.
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Step 3: View the best colleges and universities for Financial Services Representative.
