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Financial Services Representative
Financial Services Representative-March 2024
La Mirada
Mar 21, 2025
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
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About Financial Services Representative

  Overview

  Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

  As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner.

  Responsibilities

  Marketing Responsibilities

  Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank.

  Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.

  Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

  The base pay for this position is relative to your experience but the range is generally $23.97 to $41.55 per hour. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits.

  Qualifications

  Bachelor's degree with a minimum of 1 year experience in a sales, customer service, lending or financial services sales

  - Or -

  High school diploma or GED with a minimum of 5 years experience in a sales, customer service, lending or financial services sales.

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