Licensed Financial Services Representative/Licensed Personal Banker

First Citizens Bank Charlotte , NC 28201

Posted 2 weeks ago

Position Description:

Perform customer outreach to expand existing banking relationships. Open deposit accounts; deliver consumer and business products and services; loan products sold are credit card, check line reserve and consumer non-real estate loans; identify referrals for branch and specialty partner sales; complex service and maintenance. This role supports the fulfillment of certain consumer investment needs.

Principal Accountabilities:

Operations and Administration:

Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.

Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.

Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Performs general office management duties as assigned.

Completes required training by established deadlines.

Service & Sales Support and Referrals:

Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.

Ensures service and referral activities are aligned to create value for both the customer and the bank.

Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.

Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.

Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.

Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.

Sales:

Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.

Develops and implements an individual sales & service activities plan that aligns with the team plan.

Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Effectively engages partners to develop holistic customer relationships.

Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.

When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.

As a licensed banker, you'll have the opportunity to expand your skillset while adding more value to the client experience. In this role, you'll get to work with the mass market and mass affluent clientele with both banking and investment needs. Our licensed platform associates are eligible for variable compensation in addition to a competitive base salary.

  • We are seeking candidates who currently hold investment and insurance licenses (Series 6, 7 and/or 63 licenses) or candidates interested in securing licenses within 12 months of placement into position.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Position Requirements:

Basic Qualifications:

Bachelor degree with no minimum work experience.

  • or -

Associate degree with a minimum of 6 months experience in a sales or customer service representative role.

  • or -

High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.

Additional Requirements:

Series 6, 63, and State specific life insurance licenses or candidates interested in securing licenses within 12 months of placement into position. FCIS will hold Series 7 Licenses

Employment Agreement Requirement:

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

Other Preferred Qualifications:
1 year experience in a licensed sales role.


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Licensed Financial Services Representative/Licensed Personal Banker

First Citizens Bank