Financial Services Specialist

The Financial Services Specialist (Universal Banker) role at First Citizens Bank is based onsite in Greenville, NC and focuses on delivering sales and service in the branch. The position supports customer relationships through proactive outreach and provides deposit accounts, payment solutions, digital access products, and lending, while identifying and routing sales opportunities to the appropriate bank partners.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results against the assigned metrics and goals.
• Engage customers, prospects, and referral sources through proactive outreach.
• Represent the Bank in the community when appropriate by attending civic and community events to generate additional business and identify potential CRA opportunities.
• Conduct sales activities aligned to create value for both customers and the bank.
• Partner, plan, and prepare for customer conversations to ensure relevant financial guidance supports informed decisions.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences, then take prompt action to address immediate needs.
• Seek coaching, support Bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal considerations across personal interactions, customer transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to support operational efficiency.
• In deposit-taking roles, ensure transaction accuracy and operational efficiency for that function.

Requirements

• Bachelor's Degree
• Or High School Diploma or GED/Equivalent 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.
• Valid driver's license
• Ability to drive to other offices and bank customers; a Bank car is not provided.
• Ability to apply a structured sales process.
• Ability to provide financial guidance and expertise.
• Financial literacy.
• Knowledge of retail banking products and services.

Benefits

Benefits are available through the company’s benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualities of a Successful Candidate

• Influence: Builds rapport with different personalities to drive positive results.
• Sales Outreach: Self-starter who manages daily calling activity to achieve required results.
• Communication Skills (Interpersonal): Proactively engages in conversation with confidence.
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions.
• Adaptability: Learns and adapts quickly to new information and technology.
• Teamwork: Builds strong relationships with team members and cross-functional partners.
• Flexibility: Manages multiple demands and shifts priorities efficiently.
• Agility: Processes information quickly and moves through problem resolution.

Preferred Education and Experience

• Preferred Education: Bachelor's Degree
• Preferred Area of Experience: Telephone sales

Preferred Qualifications

• Recent or upcoming college graduate
• Self-motivated with a desire to learn, grow, and build a long-term career in banking and financial services
• Previous internship, work-study, or customer-facing experience

Additional Information

Benefits are part of total rewards, and First Citizens Bank is committed to offering a competitive, thoughtfully designed benefits program for associates.