Financial Services Specialist jobs in United States
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First Citizens Bank · 11 hours ago

Financial Services Specialist

First Citizens Bank is a branch-focused financial institution seeking a Financial Services Specialist to support sales and service delivery. The role involves building banking relationships, fulfilling deposit accounts, and providing customer service while identifying sales opportunities.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Proactively engaging customers in conversation about their financial needs
Opening deposit accounts, small loans and ancillary banking products
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Processing transactions and other account servicing requests

Qualification

Sales OutreachFinancial literacyRetail bankingCustomer Service SkillsAgilityInfluenceAdaptabilityTeamworkFlexibilityCommunication Skills

Required

Bachelor's Degree and 0 years of experience in Sales or customer service; 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 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided

Preferred

Bachelor's degree
Telephone sales
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail banking products and services

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

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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Company data provided by crunchbase