Financial Services Specialist

About the Role

The Financial Services Specialist supports sales and service delivery in the branch, building and expanding banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products, and lending, as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both transaction processing and sales roles.

Qualities of a Successful Candidate

• Influence: Capable of building rapport with different personalities to drive positive results.
• 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: Demonstrates professionalism and empathy in customer interactions.
• 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.
• Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently.
• Agility: Able to process information and move quickly through problem resolution.

Responsibilities

• Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
  • Engage with customers, prospects, and referral sources through proactive outreach.
  • Represent the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
  • Engages in sales practices that create value for both the customer and the bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiates conversation to uncover sales or referral opportunities.
  • Listens attentively and asks insightful questions to understand customer needs and preferences; takes prompt actions to address immediate needs.
  • Proactively looks for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
• Operations and Administration - Complies 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.
  • Completes required training by established deadlines.
  • Performs general office management duties as assigned to ensure operational efficiency.
  • Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

• Bachelor's Degree and 0 years of experience in Sales or customer service; 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 2 years of experience in Sales or customer service; or
• 6 months of experience in a customer support role at First Citizens Bank; or
• Participation in a First Citizens career development program.

Preferred Education: Bachelor's degree

Preferred Area of Experience: Telephone sales

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 providing a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.