Financial Services Representative Float (Float Personal Banker)
First Citizens Bank, Greensboro, NC, United States
Overview
A Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. 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 disciplined enough to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident engaging in conversation.
Customer Service Skills: Builds trust and confidence with clients.
Adaptability: Ability to learn and adapt quickly to new information and technology.
Teamwork: Builds strong working relationships with team and cross-functional colleagues.
Influence: Capable of building rapport with different personalities to drive positive results.
Agility: Able to process information and move quickly through problem resolution.
Responsibilities
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Align sales results with community needs, support diverse lending, engage with customers, prospects and referral sources through proactive outreach, represent the Bank at community events, and identify potential CRA opportunities.
Service Standards - Foster collaborative partnerships that deliver value. Initiate conversation to uncover sales or referral opportunities, listen attentively, ask insightful questions, and address immediate needs. Proactively optimize performance through coaching, support for Bank initiatives, and leveraging tools.
Operations and Administration - Comply with regulations, bank policies, and delegated authorities to manage risk. Complete required training. Perform general office management duties, ensure transaction accuracy, and achieve operational efficiency.
Qualifications
Bachelor's Degree and 1 year 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.
License or Certification: In cases where licensing is required, complete the Bank-sponsored licensing program within 12 months of entering the role. Required: Valid driver's license. Mileage will be reimbursed.
Required Skills: Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
Benefits
Benefits are an integral part of total rewards and First Citizens Bank is committed to a competitive, thoughtfully designed benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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A Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. 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 disciplined enough to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident engaging in conversation.
Customer Service Skills: Builds trust and confidence with clients.
Adaptability: Ability to learn and adapt quickly to new information and technology.
Teamwork: Builds strong working relationships with team and cross-functional colleagues.
Influence: Capable of building rapport with different personalities to drive positive results.
Agility: Able to process information and move quickly through problem resolution.
Responsibilities
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Align sales results with community needs, support diverse lending, engage with customers, prospects and referral sources through proactive outreach, represent the Bank at community events, and identify potential CRA opportunities.
Service Standards - Foster collaborative partnerships that deliver value. Initiate conversation to uncover sales or referral opportunities, listen attentively, ask insightful questions, and address immediate needs. Proactively optimize performance through coaching, support for Bank initiatives, and leveraging tools.
Operations and Administration - Comply with regulations, bank policies, and delegated authorities to manage risk. Complete required training. Perform general office management duties, ensure transaction accuracy, and achieve operational efficiency.
Qualifications
Bachelor's Degree and 1 year 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.
License or Certification: In cases where licensing is required, complete the Bank-sponsored licensing program within 12 months of entering the role. Required: Valid driver's license. Mileage will be reimbursed.
Required Skills: Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
Benefits
Benefits are an integral part of total rewards and First Citizens Bank is committed to a competitive, thoughtfully designed benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
#J-18808-Ljbffr