Overview

　　Great careers begin with great foundations. First Citizens Bank offers an exciting opportunity to begin your financial services career in our Financial Services Representative role with the opportunity to become a licensed banker. Financial Services Representative (FSR) supports sales and service delivery in the branch and builds banking relationships through proactive customer outreach. Upon completion of our initial training you will have the opportunity to enter into a 9-week licensing program to pass four required licensing exams: SIE, FINRA Series 6 & 63, life insurance. Upon successful completion FSRs will become FINRA licensed bankers and move into permanent positions as dual employees of First Citizens Bank and First Citizens Investor Service. At First Citizens, we're committed to your professional growth and helping teammates achieve their full potential.

　　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.*Will consider candidates currently licensed or with a desire to become licensed to sell investment products.

　　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 programPreferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales roleLicense or Certification Type: Series 6, 63, and state-specific life insurance licenses. FCIS will hold Series 7 Licenses RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services