Financial Services Specialist; Jr. Personal Banker
Listed on 2026-02-01
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Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales
Location: Newport
Join to apply for the Financial Services Specialist (Jr. Personal Banker) role at First Citizens Bank
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Join to apply for the Financial Services Specialist (Jr. Personal Banker) role at First Citizens Bank
Overview
Are you a people person Be a First Citizens person. Join our branch team and make a difference.
Overview
Are you a people person Be a First Citizens person. Join our branch team and make a difference.
The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
Qualities Of a Successful Candidate
- Influence:
Capable of building rapport with different personalities to drive positive results - Sales Outreach:
Self-starter that is disciplined enough to manage daily calling activity to achieve required results. - Communication Skills - Interpersonal:
Comfortable and confident with proactively engaging in conversation - Customer Service
Skills:
Demonstrates professionalism and empathy in customer interactions - Adaptability:
Has the ability to learn and adapt quickly to new information and technology - Teamwork:
Strives to build strong working relationships with those on their team as well as cross-functional relationships - Flexibility:
Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently - Agility:
Able to process information and move quickly through problem resolution
The essential functions of the job include, but are not necessarily limited to, the following:
- 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
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
Preferred Education:
Bachelor's degree
Preferred Area of
Experience:
Telephone sales
License or Certification Type:
Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided.
Required Skill(s):
Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at level
- Seniority level
Not Applicable
- Employment type
Full-time
- Job function
Finance and Sales - Industries Banking and Financial Services
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