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Senior Financial Services Representative (Personal Banker)
Blythewood, SC
Job Description
Overview
Responsibilities
Qualifications
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior 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
Responsibilities
The essential functions of the job include, but are not necessarily limited to, 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
Qualifications
- Bachelor's Degree and 2 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 6 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. Required
- Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
2+ years
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