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Financial Services Representative

Company: First Citizens Bank
Location: Santa Monica
Posted on: August 7, 2022

Job Description:

Overview:OneWest Bank is now a division of First Citizens Bank. Forever strong. Forever stable. Forever family. Forever First. 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.As a Banker, you will support 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 pro-actively 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 resolutionResponsibilities:The essential functions of the job include, but are not necessarily limited to, the following:Pro-actively engaging customers in conversation about their financial needsOpening deposit accounts, small loans and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requestsQualifications:Basic QualificationsBachelor s degree and 1 year of sales, customer service, lending, or financial services sales experience ORHigh School Diploma or GED and 5 years of sales, customer service, lending, or financial services sales experienceSkill(s): Application of a structured sales process, Providing financial guidance and expertise, financial literacy, Knowledge of retail banking products and services

Keywords: First Citizens Bank, Santa Monica , Financial Services Representative, Sales , Santa Monica, California

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