Financial Services Specialist

Responsibilities

• Achieve individual and team financial, production, and relationship results relative to assigned metrics
• Engage customers, prospects, and referral sources through proactive outreach
• Represent the Bank in the community by attending civic and community events
• Uncover sales or referral opportunities through attentive listening and insightful questioning
• Comply with all regulations, bank policies, and procedures to manage operational and regulatory risk
• Perform general office management duties to ensure operational efficiency

Requirements

• Bachelor's Degree and experience in Sales or customer service OR High School Diploma/GED and 2 years of experience in Sales or customer service
• Alternatively, 6 months of experience in a customer support role at First Citizens Bank or participation in a First Citizens career development program
• Valid driver's license
• Knowledge of retail banking products and services
• Financial literacy

Preferred Qualifications

• Bachelor's degree
• Experience in telephone sales or banking

About the Company

First Citizens Bank is a leading financial institution committed to providing competitive, thoughtfully designed benefits and fostering a culture of excellence and community engagement.