Financial Services Specialist

Overview

Are you a people person Be a First Citizens person. Join our branch team and make a difference.

The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

Qualities of a successful candidate :

Influence

Capable of building rapport with different personalities to drive positive results

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 : Demonstrates professionalism and empathy in customer interactions

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

Flexibility : Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

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 :
• Proactively engaging customers in conversation about their financial needs
• Opening deposit accounts, small loans and ancillary banking products
• Facilitating customer awareness and education of bank services, including digital banking capabilities
• Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
• Processing transactions and other account servicing requests

Qualifications

Bachelor's Degree and 0 years of experience in Sales or customer service; 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 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Education : Bachelor's degreePreferred Area of Experience : Telephone sales

License or Certification Type : Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided.

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.