Licensed Financial Services Representative Ii/Licensed Personal Banker II

First Citizens Bank Chapel Hill , NC 27516

Posted 2 months ago

Position Description:

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 - Platform Sales 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 and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.

Duties & Responsibilities:

Sales -

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Engage with customers, prospects and referral sources through proactive outreach. 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.

Position Requirements:

Basic Qualifications:

Bachelor degree with a minimum of 2 years experience in a sales, customer service, lending or financial services role.

  • Or -

High school diploma or GED with a minimum of 6 years experience in a sales, customer service, lending or financial services role.

Additional Requirements:

Must complete federal registration and annual renewal as required by the SAFE Act.

FINRA Series 6 and 63 registrations (or equivalent) and state specific life insurance license must be active and maintained or must be obtained within 120 days of job entry date.

Employment Agreement Requirement:

Dual Employment Agreement (all FCB/FCIS Wealth Management - dual associates, including LPAs)

Other Preferred Qualifications:

Currently holds FINRA 6 and 63 registrations as well as state specific life insurance license, and has maintained continuing education coursework to keep licenses and/or registrations in active standing.

Understanding of retail banking products and services.

Ability to provide financial guidance and expertise.

Financial Literacy.



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Licensed Financial Services Representative Ii/Licensed Personal Banker II

First Citizens Bank