Experience:
1-3 years of experience
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Employment Type:
Full time
Posted:
8/10/2017
Job Category:
Sales
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Licensed Financial Services Representative/Licensed Banker Job
First Citizens Bank | Asheville, North Carolina
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Job Description

Licensed Financial Services Representative/Licensed Banker
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Job ID #: 29030
Location: NC-Asheville
Functional Area: Branch Retail - Sales
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 2 years
Days and Hours: 8:15-5:15 Mon-Thurs, 8:15-6:15 Fri
Physical Address: 2106 Hendersonville Rd. Arden, NC 28704
Department Name: Skyland Branch


Position Description

Supports the branches mission through effective branch based sales and service efforts and community involvement. The Financial Services Representative I is responsible for developing and managing retail banking relationships in accordance with First Citizens Banks core values and prescribed sales process. Primary focus is on loan and deposit production and fee income generation. Position operates mainly inside the branch. Position identifies all financial services needs and refers to business/commercial, wealth and other banking partners to meet client needs.

Principal Accountabilities:
Inside Sales: Develop and implement a retail sales plan to achieve monthly sales and profitability objectives outlined in the Banks sales program expectations. Identify needs and sell all bank products to broaden and deepen relationships with customers and prospects, adhering to the Banks prescribed sales process. Utilize bank sales tool. Develop and utilize centers of influence to help generate referrals.

Platform Sales: Secure licenses required for the Platform Sales designation in the Banks Licensed Platform Associate program and consistently sells at or above targeted Platform Sales goal levels. Refer to Wealth Management partners for products and needs not within the targeted scope of the PS position.

Service: Answer questions and resolve problems for customers concerning all services provided by the Bank. Identify the problem, collect data, secure answers, and report results to the inquiring party and with the Supervisor, Operations and Service or other Bank associates as necessary.

Risk Mitigation/Compliance: Ensure compliance with federal regulations and bank policies on all loan applications and deposit product documentation. Keep current on product knowledge, competition and on compliance issues related to deposit and lending products. Maintain internal controls.

Partnerships: Maintain a productive working relationship with branch partners, Business and Commercial Bankers, Wealth Management and other corporate divisions, bringing sales partners into client relationships as needed to manage the total financial services relationship for our customers and prospects.

Community: Represent the Bank in various civic and community functions to further enhance the Bank's image and development of additional business.

*SF:BJ
SF:SJ

Position Requirements

Basic Qualifications:
High school diploma or GED with a minimum of 2 years experience in a sales, customer service, or lending role.

Additional Requirements:
Requires a Series 6, 63 and state specific life insurance licenses or ability/commitment to secure them within a reasonable time of placement into position.

Preferred Qualifications:
Bi-lingual (English/Spanish)

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.