Float Financial Services Representative I

  • First Citizens Bank & Trust Company
  • Asheville, NC, USA
  • Jul 12, 2018
Marketing Sales

Job Description

Position Description:
Open deposit accounts; deliver consumer and business products and services; loan products sold are credit card, checkline reserve and consumer non-real estate loans; identify referrals for branch and specialty partner sales; complex service and maintenance. Aligned with a Financial Sales Manager when there is enough branch sales opportunity to support another full time sales associate.

Principal Accountabilities:

Sales Scorecard:
Achieve sales scorecard expectations.
Achieve sales results with an appropriate distribution of performance across products that align with intended job functions and market opportunity.
Achieve sales results that align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Sales & Service - Relationship Expansion:
Develop and implement a customer outreach plan for retaining relationships and sourcing new business through the existing portfolio.
Use a needs based, customer centric selling approach to create value for both the customer and the bank.
Regularly create value added conversations with customers in servicing interactions to uncover opportunities to expand or retain a relationship.
Engage partners as appropriate to fulfill the needs of the customer.

Risk Mitigation:
Adhere to all regulations and Bank policies, procedures and delegated authorities.
Manage credit, operational, reputational, regulatory and legal risks related to personal interactions, customer transactions and financial exposures.
Act as a first line of defense in the identification of risk.
Complete required training and any Continuing Education by established deadlines.

**This position is a Float position that will provide coverage to multiple branches/locations with mileage reimbursement.**

Position Requirements:
Basic Qualifications:
High school diploma or GED with a minimum of 2 years experience in a sales, customer service, or lending role.

Preferred Qualifications:
Bi-Lingual (English/Spanish) preferred but not required

Company Description:

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.