Financial Services Representative

Job summary
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, as well as identifying and referring sales opportunities.
Job seniority: entry level
Responsibilities
• 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 needs
Requirements
• Bachelor's Degree and 1 year 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
Key Skills Needed
• Application of a structured sales process• Providing financial guidance and expertise• Financial literacy• Knowledge of retail banking products and services