First Citizens Bank · 14 hours ago
Licensed Financial Services Representative
Hope Mills, NC
Full-time
Onsite
Entry Level
1+ years expFirst Citizens Bank is looking for a Licensed 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 while ensuring compliance with regulations and bank policies.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned
Engage with customers, prospects and referral sources through proactive outreach
Represent the Bank in the community by attending and participating in civic and community events 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
Foster collaborative partnerships that deliver value for customers, prospects and colleagues
Initiate conversation to uncover sales or referral opportunities
Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs
Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities
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
Complete required training by established deadlines
Perform general office management duties as assigned to ensure operational efficiency
Qualification
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 OR 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
Must have or acquire Series 6 or 7, 63, and state specific life insurance licenses within a reasonable timeframe of hire date
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
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
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 CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-23
Talk Business & Politics
2026-01-16
Company data provided by crunchbase