Bank Financial Services Representative (Personal/Relationship Banker)

Company: First Citizens Bank
Location: Chino Hills
Posted on: October 3, 2024

Job Description:

Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. -As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner. - - Responsibilities: Marketing ResponsibilitiesSales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. -Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. -Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. - - Qualifications: Bachelor's degree with a minimum of 1 year experience in a sales, customer service, and financial services sales role- Or -High school diploma or GED with a minimum of 5 years experience in a sales, customer service, and financial services sales role. -Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services - -The base pay for this position is generally between $23.67 and $33.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. - -First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Keywords: First Citizens Bank, Encinitas , Bank Financial Services Representative (Personal/Relationship Banker), Accounting, Auditing , Chino Hills, California