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Licensed Financial Services Representative I/Licensed Banker I

Company: First Citizens Bank & Trust Company
Location: Charlotte
Posted on: August 17, 2019

Job Description:

Position Description:
Perform customer outreach to expand existing banking relationships. Open deposit accounts; deliver consumer and business products and services; loan products sold are credit card, check line reserve and consumer non-real estate loans; identify referrals for branch and specialty partner sales; complex service and maintenance. This role supports the fulfillment of certain consumer investment needs. Principal Accountabilities: Operations and Administration: Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance. Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities. Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions. Performs general office management duties as assigned. Completes required training by established deadlines. Service & Sales Support and Referrals: Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established. Ensures service and referral activities are aligned to create value for both the customer and the bank. Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship. Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners. Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments. Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities. Sales: Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance. Develops and implements an individual sales & service activities plan that aligns with the team plan. Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Effectively engages partners to develop holistic customer relationships. Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur. When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Position Requirements:
Basic Qualifications: Bachelor degree with no minimum work experience. - or - Associate degree with a minimum of 6 months experience in a sales or customer service representative role. - or - High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role. Additional Requirements: Series 6, 63, and State specific life insurance licenses. FCIS will hold Series 7 Licenses. Employment Agreement Requirement: Dual Employment Agreement (all FCB/FCIS Wealth Management ? dual associates, including LPAs) Other Preferred Qualifications: 1 year experience in a licensed sales role.

Company Description:

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money --- and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.First Citizens Bank. Forever First--. Member FDIC.Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/VeteranIf you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

Keywords: First Citizens Bank & Trust Company, Charlotte , Licensed Financial Services Representative I/Licensed Banker I, Accounting, Auditing , Charlotte, North Carolina

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