Licensed Financial Services Representative (Personal Banker)
First Citizens Bank
- Elgin, SC
- Permanent
- Full-time
- 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: Builds trust and confidence with clients.
- 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.
- Influence: Capable of building rapport with different personalities to drive positive results.
- Agility: Able to process information and move quickly through problem resolution.
- 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
Bachelor's Degree and 1 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 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 or 7, 63 and state specific life insurance licenses. Required
Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services