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Float Financial Services Specialist - North Triangle Cluster (Floating Jr Personal Banker)

Company: First Citizens Bank.
Location: Raleigh
Posted on: May 11, 2024

Job Description:

OverviewAre 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 resultsSales 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 conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionThis position would include some travel to branches in the North Triangle Cluster in Raleigh, NC.ResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts, small loans and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requestsQualificationsHigh 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 programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone salesLicense or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and servicesby Jobble

Keywords: First Citizens Bank., Raleigh , Float Financial Services Specialist - North Triangle Cluster (Floating Jr Personal Banker), Accounting, Auditing , Raleigh, North Carolina

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