Floating Senior Financial Services Representative
OverviewA Senior Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market.
The Senior 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.
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 ResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following:
Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking QualificationsBachelor's Degree and 2 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 6 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 salesLicense or Certification Type:
Must complete federal registration and annual renewal as required by the SAFE Act.
Required, In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.
Required, Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc.
Bank car not provided.
RequiredSkill(s):
Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Recommended Skills Adaptability Agility Communication Confident And Emotionally Stable Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
The Senior 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.
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 ResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following:
Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking QualificationsBachelor's Degree and 2 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 6 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 salesLicense or Certification Type:
Must complete federal registration and annual renewal as required by the SAFE Act.
Required, In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.
Required, Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc.
Bank car not provided.
RequiredSkill(s):
Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Recommended Skills Adaptability Agility Communication Confident And Emotionally Stable Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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