Licensed Financial Services Representative (Licensed Personal Banker)
Posted on: 5 Oct 2023
Piedmont, SC
Job Description
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:
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
Provide financial advice and establish accounts for investment and retirement need
Qualifications
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; one year experience in a licensed sales role
License or Certification Type: Series 6, 63, and state-specific life insurance licenses. FCIS will hold Series 7 Licenses 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
Raleigh, NC
Forever Strong. Forever First®.
For more than 120 years, First Citizens Bank has been helping families and businesses do more with the money they earn, save and invest. In that time, we've built a solid track record of service, stability and reliability. We remain committed to smart, steady growth ... for our company and our customers alike.
Forever Family.
First Citizens began in 1898 as the Bank of Smithfield in Johnston County, North Carolina. From a single office, we've grown to more than 500 branches in 19 states.
Today, First Citizens is one of America's largest family-controlled banks, led for three generations by members of the same family. That's created a continuity of stable, forward-looking leadership focused more on building a strong bank that can last for generations than on short-term results.
Forever Helping.
Over the years, the way we do banking has changed. First Citizens has added new capabilities and new offerings. In addition to traditional banking services, we provide customers with services that include wealth management1, business and commercial banking, treasury services, insurance services1 and much more.
We also complement our industry-leading branch service with state-of-the-art digital banking tools. From First Citizens Digital Banking with Manage My MoneySM to Business Online Banking (BOB) Advantage®, we give customers more ways than ever to look after their financial lives.
Forever Stable.
First Citizens is a banking subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA), a $39 billion financial holding company.
As a First Citizens customer, you benefit from the stability of our top-tier credit quality, outstanding capital strength and strong liquid balance sheet. We never compromise the security of our customers' assets, regardless of the latest market trends or financial pressures.
At First Citizens, we've built our company on such timeless values as integrity, hard work and taking the long-term view. We avoid fads and gimmicks; instead, we believe in sound decisions that create real security and growth for generations to come.
Forever First is our commitment to be there through the years for the people, businesses and communities who rely on us to be the best bank we can be. As we say, "Money isn't everything. But so much depends on what you do with your money."
First Citizens Bank. Forever First®.
First Citizens Bank
Established in 1898, First Citizens Bank is headquartered in Raleigh, N.C.
The bank serves Arizona, California, Colorado, Florida, Georgia, Kansas, Maryland, Missouri, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin with more than 500 branches.
First Citizens offers a complete line of financial services, including personal banking, business banking, wealth management, investment services1, insurance services1 and more.
First Citizens BancShares
Our parent company, First Citizens BancShares, is one of the largest family-controlled bank holding companies in the United States.
The company is publicly traded on NASDAQ under the symbol FCNCA2, Opens in a new tab.
Headquartered in Raleigh, N.C., BancShares’ assets total more than $39 billion.
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IndustryBanking/Financial Services
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No. of Employees5000+
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Website
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Jobs Posted446
