Licensed Financial Services Representative (Personal Banker)
Company: First Citizens Bank
Location: Spartanburg
Posted on: August 4, 2022
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Job Description:
Overview:Stable. Family. Opportunities. Unique. Whether First
Citizens Bank has been established for 120+ years, or expanding its
presence in your market, we invite you to be a part of our story.
We're looking for people who want more than just a job - who want
to make a difference in the communities where we live and work. As
a Financial Services Representative at First Citizens Bank, you
will be responsible for supporting sales and service delivery in
the branch. You will build and expand banking relationships through
proactive customer outreach and customer service requests. This
position is responsible for opening deposit accounts and related
banking services; as well as identifying and referring sales
opportunities to the appropriate bank partner. This role supports
the fulfillment of certain consumer investment
needs.Responsibilities:Sales - Achieve individual and/or team
financial, production and relationship results relative to the
specific metrics and goals assigned. Represent the Bank in the
community for the purpose of generating additional business and
identifying potential CRA opportunities for the Bank. Engage in
sales practices that are aligned to create value for both the
customer and the bank.Service Standards - Foster collaborative
partnerships that deliver value for customers, prospects and
colleagues. Initiate conversation to uncover sales or referral
opportunities.Operations and Administration - Comply with all
regulations, bank policies, procedures and delegated authorities to
manage risk related to credit, operational, reputational,
regulatory and legal aspects of personal interactions, customer
transactions and financial exposures.Qualifications:Bachelor's
Degree and 0 years of experience in Sales or Customer Service OR
High School Diploma or GED and 4 years of experience in Sales or
Customer ServicePreferred Area of Experience: 1 year in a licensed
sales roleLicense or Certification Type: Series 6, 63, and
state-specific life insurance licenses. FCIS will hold Series 7
Licenses RequiredSkill(s): Application of a structured sales
process, Providing financial guidance and expertise, Financial
literacy, Knowledge of retail banking products and services
Keywords: First Citizens Bank, Spartanburg , Licensed Financial Services Representative (Personal Banker), Accounting, Auditing , Spartanburg, South Carolina
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