Financial Services Representative Platform Sales

Overview

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. This role supports the fulfillment of certain consumer investment needs.

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 :

Qualifications

Bachelor's Degree and 1 year 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; one year experience in a licensed sales role

License or Certification Type : Series 6 or 7, 63 and state specific life insurance licenses.

Required Skill(s) : Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.