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Job: Financial Service Representative Job, First Citizens Bank, Batesburg, SC
Financial Service Representative Job
Batesburg, SC 29006 United States
South Carolina, South Carolina, South Carolina, South Carolina
Financial Service Representative
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Job ID #:
Branch Retail - Sales
High School Diploma
Days and Hours:
M-TH: 8:15-5:15; Fr: 8:15-6:15
129 N PINE ST bATESBURG, SC 29006
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. Aligned with an Financial Sales Manager when there is enough branch sales opportunity to support another full time sales associate
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.
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.
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.
This position may be filled as a FSR I or II.
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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