Financial Services Specialist

First Citizens Bank
Mount Pleasant, United States
Permanent
Full-time

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

  • 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 OR N / A and N / A 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 degree Preferred 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. Required Skill(s) : Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Job ID 23480

30+ days ago
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