Financial Services Representative (Personal Banker) jobs in United States
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First Citizens Bank · 2 weeks ago

Financial Services Representative (Personal Banker)

positionWilson, NC
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

First Citizens Bank is seeking a Financial Services Representative to support sales and service delivery in the branch. The role involves building and expanding banking relationships, opening deposit accounts, and identifying sales opportunities for bank partners.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Financial literacyRetail bankingStructured sales processFinancial guidanceCustomer Service SkillsInfluenceAgilityCommunication SkillsAdaptabilityTeamwork

Required

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
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 program
In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role
Obtain Series 6 or 7, 63 and state specific life insurance licenses within a reasonable timeframe
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail banking products and services

Preferred

Financial services sales
Telephone sales
One year experience in a licensed sales role

Benefits

Competitive, thoughtfully designed and quality benefits program

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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