Financial Services Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Citizens Bank · 1 day ago

Financial Services Representative

positionCharleston, SC
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 banking relationships through proactive customer outreach, opening deposit accounts, and identifying sales opportunities.

BankingInsuranceLendingPaymentsWealth Management
check
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 services salesStructured sales processFinancial literacyRetail banking knowledgeCustomer service skillsInfluenceAgilityBi-Lingual (Spanish/English)Communication skillsTeamworkAdaptability

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
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
Bi-Lingual (Spanish/English) Preferred but not Required

Company

First Citizens Bank

twittertwittertwitter
Glassdoor3.7
company-logo
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
linkedin
leader-logo
Greg Smith
Chief Information and Operations Officer

Recent News

MarketScreener
Tanger Closes $550 Million of Unsecured Term Loan Facilities
2026-01-06
PR Newswire
World City Press Expands California Consumer Banking Coverage With Two New Story Spotlights
2025-12-30
pv magazine USA
CleanCapital, Soltage, Pivot Energy close major financing deals
2025-12-22
Company data provided by crunchbase