Financial Services Specialist

About the role

Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands 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 a transaction processing and sales role.

Responsibilities

• 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. When appropriate, represents 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 are aligned to 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.
• 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; and takes prompt actions to address immediate needs.
• Proactively looks for way to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
• 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