Licensed Financial Services Representative (Licensed Banker)

Overview

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

Qualities Of A Successful Candidate

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: Builds trust and confidence with clients.

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.

Influence: Capable of building rapport with different personalities to drive positive results.

Agility: Able to process information and move quickly through problem resolution.

Responsibilities

The

essential functions of the job include, but are not necessarily limited to, the following:

Proactive outreach to generate appointments for sales conversationsSales conversations to understand banking needs and financial goalsOpen deposit accounts and originate loans (including real estate secured loans)Identify referrals for wealth, mortgage and business/commercial bankingProvide financial advice and establish accounts for investment and retirement needs

Qualifications

Bachelor's Degree and 1 years of

experience in Sales, customer service, or lending; 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 5 years of

experience in Sales, customer service, or lending; or 6 months of

experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program

Preferred Area Of

Experience: Financial services sales, telephone sales; one year

experience in a licensed sales role

License or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses.

Skills: Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services