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Financial Services Representative II/Senior Personal Banker

Company: First Citizens Bank
Location: Knightdale
Posted on: April 8, 2021

Job Description:

Overview 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 and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Responsibilities Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. 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 financial exposures. Qualifications Bachelor degree with a minimum of 2 years experience in a sales, customer service, lending or financial services role. * Or - High school diploma or GED with a minimum of 6 years experience in a sales, customer service, lending or financial services role. Additional Requirements: Must complete federal registration and annual renewal as required by the SAFE Act. Other Preferred Qualifications: Understanding of retail banking products and services. Ability to provide financial guidance and expertise. Financial Literacy

Keywords: First Citizens Bank, Raleigh , Financial Services Representative II/Senior Personal Banker, Sales , Knightdale, North Carolina

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