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Financial Services Representative (Personal Banker)

Company

First Citizens Bank.
Address , Greenville, 27858, Nc
Employment type
Salary
Expires 2023-06-26
Posted at 1 year ago
Job Description
Overview

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 (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.

Qualities of a successful candidate:
  • 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
  • Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
  • Adaptability: Has the ability to learn and adapt quickly to new information and technology
  • Agility: Able to process information and move quickly through problem resolution
  • Customer Service Skills: Builds trust and confidence with clients
  • Influence: Capable of building rapport with different personalities to drive positive results

Responsibilities

The essential functions of the job include the following:
  • Proactive outreach to generate appointments for sales conversations
  • Sales conversations to understand banking needs and financial goals
  • Identify referrals for wealth, mortgage and business/commercial banking
  • Open deposit accounts and originate loans (including real estate secured loans)

Qualifications