Financial Services Specialist (Jr. Banker)

Support branch sales and service delivery by building banking relationships through proactive outreach, responsible execution, and referral-based partnership.

Responsibilities

• Achieve assigned individual and/or team financial, production, and relationship results against metrics and goals.
• Engage customers, prospects, and referral sources through proactive outreach.
• Represent the bank in the community when appropriate by attending and participating in civic and community events to generate business and identify potential CRA opportunities.
• Use sales practices designed to create value for both customers and the bank.
• Partner, plan, and prepare to ensure conversations include the financial guidance needed for informed decisions.
• Maintain collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen to understand customer needs and preferences; ask insightful questions; take prompt actions to address immediate needs.
• Optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools to enhance daily activity.
• Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal aspects of interactions, transactions, and exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to maintain operational efficiency.
• In roles responsible for deposits, ensure transaction accuracy and operational efficiency.
• Support sales and service delivery in the branch.
• Build and expand banking relationships through proactive customer outreach and customer service requests.
• Fulfill deposit accounts, payment solutions, digital access products, and lending; identify and refer sales opportunities to the appropriate bank partner.
• Adapt to branch needs by providing customer service in both transaction processing and a sales role.

Requirements

• Bachelor's Degree OR High School Diploma or GED/Equivalent plus one of the following:
  • 2 years of experience in Sales or customer service
  • 6 months of experience in a customer support role at First Citizens Bank
  • Participation in a First Citizens career development program
• Preferred: Bachelor's degree.
• Preferred: Telephone sales experience.
• Ability to apply a structured sales process.
• Provide financial guidance and expertise.
• Financial literacy.
• Knowledge of retail banking products and services.
• Build rapport with different personalities to drive positive results.
• Self-starter with discipline to manage daily calling activity to meet required results.
• Interpersonal communication skills for proactively engaging in conversation.
• Customer service skills with professionalism and empathy.
• Adaptability to learn and adapt quickly to new information and technology.
• Teamwork and ability to build strong working relationships with team members and cross-functional partners.
• Flexibility to handle multiple demands and shift priorities efficiently.
• Agility to process information and move quickly through problem resolution.

Benefits

• Benefits are part of total rewards. Details: https://jobs.firstcitizens.com/benefits.
• More information: https://jobs.firstcitizens.com/benefits.

Location: Fayetteville, NC (onsite)

Education: Bachelor's Degree or High School Diploma or GED/Equivalent