Bank Financial Services Representative (Personal Banker)
First Citizens Bank, Anaheim, California, United States, 92808
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; as well as identifying and referring sales opportunities to the appropriate bank partner.
Responsibilities
Marketing Responsibilities
Sales – Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 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
Education & Experience: Bachelor’s Degree and 1 year of experience in Sales, customer service, lending and financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, lending and financial services sales.
Skills: Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge of retail banking products and services.
Base pay generally between $23.00 to $35.00 per hour; additional compensation may include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits.
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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; as well as identifying and referring sales opportunities to the appropriate bank partner.
Responsibilities
Marketing Responsibilities
Sales – Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 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
Education & Experience: Bachelor’s Degree and 1 year of experience in Sales, customer service, lending and financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, lending and financial services sales.
Skills: Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge of retail banking products and services.
Base pay generally between $23.00 to $35.00 per hour; additional compensation may include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits.
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