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Bank Financial Services Representative (personal Banker)

Support branch sales and service activities to grow banking relationships
Anaheim, California, United States
Entry Level
yesterday
First Citizens BancShares

First Citizens BancShares

First Citizens BancShares is a financial holding company providing banking services and products.

150 Similar Jobs at First Citizens BancShares

Financial Services Representative

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

Bachelor's degree with a minimum of 1 year experience in a sales, customer service, lending or financial services sales

- Or -

High school diploma or GED with a minimum of 5 years experience in a sales, customer service, lending or financial services sales.

Preferred: Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $25.17 to $34.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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Bank Financial Services Representative (personal Banker)
Anaheim, California, United States
Support
About First Citizens BancShares
First Citizens BancShares is a financial holding company providing banking services and products.