Licensed Financial Services Representative (Personal Banker)
Company: First Citizens Bank
Location: Chase City
Posted on: November 25, 2022
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.
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
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 Service
Preferred Area of Experience: 1 year in a licensed sales role
License or Certification Type: Series 6, 63, and state-specific
life insurance licenses. FCIS will hold Series 7 Licenses
Skill(s): Application of a structured sales process, Providing
financial guidance and expertise, Financial literacy, Knowledge of
retail banking products and services%17137366%
Keywords: First Citizens Bank, Durham , Licensed Financial Services Representative (Personal Banker), Other , Chase City, North Carolina
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