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Job: Float Financial Services Representative I/II (Personal Banker) Job, First Citizens Bank, Charlotte, NC

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General Information


Job title: Float Financial Services Representative I/II (Personal Banker) Job
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Job location: Charlotte, NC  28201 United States
North Carolina, North Carolina
Requisition code:
Date posted: 09/29/2017
Job type: Full-Time
Job Category:Compliance/Regulatory
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Job Description

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Float Financial Services Representative I/II (Personal Banker)
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Job ID #: 29329
Location: NC-Charlotte
Functional Area: Branch Retail - Sales
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 2 years
Days and Hours: Mon-Thurs 8:30-5:15 Fri 8:30-6:15
Physical Address: North Cluster Float Team
Department Name: North Cluster Float Team

Position Description

Supports the branch's mission through effective branch-based sales and service efforts and community involvement. The Financial Services Representative I is responsible for developing and managing retail banking relationships in accordance with FCBs core values and prescribed sales process. Primary focus is on loan and deposit production and fee income generation. Position operates mainly inside the branch. Position identifies all financial services needs and refers to business/commercial, wealth and other banking partners to meet client needs.

Principal Accountabilities:
Inside Sales: Develop and implement a retail sales plan to achieve monthly sales and profitability objectives outlined in the Banks sales program expectations. Identify needs and sell all bank products to broaden and deepen relationships with customers and prospects, adhering to the Banks prescribed sales process. Utilize bank sales tool. Develop and utilize centers of influence to help generate referrals.

Service: Answer questions and resolve problems for customers concerning all services provided by the Bank. Identify the problem, collect data, secure answers, and report results to the inquiring party and with the Supervisor, Operations and Service or other Bank associates as necessary.

Risk Mitigation/Compliance: Ensure compliance with federal regulations and bank policies on all loan applications and deposit product documentation. Keep current on product knowledge, competition and on compliance issues related to deposit and lending products. Maintain internal controls.

Partnerships: Maintain a productive working relationship with branch partners, Business and Commercial Bankers, Wealth Management and other corporate divisions, bringing sales partners into client relationships as needed to manage the total financial services relationship for our customers and prospects.

Community: Represent the Bank in various civic and community functions to further enhance the Bank's image and development of additional business.

**This position is a Float position and will provide coverage to multiple branch locations.**
016-North Lake-6808 North Lake Mall Dr Charlotte
018-Freedom-1024 Alleghany St Charlotte
026-North Gate-6709 North Tryon St Charlotte
741-Concord Main-18 Lake Concord Rd NE Concord
754-Concord Mills-8541 Concord Mills Blvd Concord
853-Cornelius-20310 Catawba Ave Cornelius
854-Mallard Creek-8105 Mallard Creek Rd Charlotte
857-Gilead Rd-14221 Boren St Huntersville
858-Huntersville-16800 Statesville Rd Huntersville





Position Requirements

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

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

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Job Requirements

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