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Now Hiring - Financial Services Financial Services Representative Platform Sales in Greensboro, NC

Financial Services Financial Services Representative Platform Sales in Greensboro, NC

First Citizens BancShares, Inc.
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services
Location: Greensboro, NC
3.8
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. This role supports the fulfillment of certain consumer investment needs.

    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.
    • Customer Service Skills: Builds trust and confidence with clients.
    • Adaptability: Has the ability to learn and adapt quickly to new information and technology.
    • Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
    • Influence: Capable of building rapport with different personalities to drive positive results.
    • Agility: Able to process information and move quickly through problem resolution.
  • This position can be hired as a Licensed Financial Services Representative or a Licensed Senior Financial Services Representative.
Responsibilities:
  • The essential functions of the job include, but are not necessarily limited to, the following:
    • Proactive outreach to generate appointments for sales conversations
    • Sales conversations to understand banking needs and financial goals
    • Open deposit accounts and originate loans (including real estate secured loans)
    • Identify referrals for wealth, mortgage and business/commercial banking
    • Provide financial advice and establish accounts for investment and retirement needs

Qualifications:
    Bachelor's Degree and 1 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 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; one year experience in a licensed sales role
    License or Certification Type: Series 6, 63, and state-specific life insurance licenses. FCIS will hold Series 7 Licenses Required
    Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
First Citizens BancShares, Inc.
Company Size
5001 to 10000 Employees
Founded
1898
They Sell
Banking & Lending
To Whom
Financial Services
Website
https://jobs.firstcitizens.com
Revenue
$1 to $5 billion (USD)

First Citizens BancShares, Inc. is currently hiring for 21 sales positions
First Citizens BancShares, Inc. has openings in: NC, OK, VA, NV, WI, TN, SC, & FL
The average salary at First Citizens BancShares, Inc. is:

21 Yes (amount not posted)

First Citizens BancShares, Inc.
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First Citizens BancShares, Inc.

First Citizens BancShares, Inc. is currently hiring for 21 sales positions
First Citizens BancShares, Inc. has openings in: NC, OK, VA, NV, WI, TN, SC, & FL
The average salary at First Citizens BancShares, Inc. is:

21 Yes (amount not posted)