Financial Services Specialist

Job summary
Financial Services SpecialistSupport sales and service delivery in the branchBuild and expand banking relationships
Job seniority: associate level
Responsibilities
• Proactively engage customers in conversation about their financial needs• Open deposit accounts, small loans, and ancillary banking products• Facilitate customer awareness and education of bank services• Introduce customers to other branch team members or bank partners• Process transactions and account servicing requests
Requirements
• High School Diploma or GED• 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• Must possess a valid driver's license
Key Skills Needed
• Application of a structured sales process• Providing financial guidance and expertise• Financial literacy• Knowledge of retail banking products and services