7 patient services specialist Jobs in lexington, sc
First Citizens Bank is Hiring a Financial Services Specialist (Jr Personal Banker) Near Lexington, SC
Are you a people person Be a First Citizens person. Join our branch team and make a difference.
The Financial Services Specialist supports 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 proactively 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 resolution
Responsibilities:The essential functions of the job include, but are not necessarily limited to, the following:
Proactively engaging customers in conversation about their financial needs
Opening deposit accounts, small loans and ancillary banking products
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Processing transactions and other account servicing requests
Qualifications:- High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR N/A and N/A years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
- Preferred Education: Bachelor's degree
- Preferred Area of Experience: Telephone sales
- License or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided. Required
- Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20 hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits
Job Summary
Full Time
$41k-52k (estimate)
06/30/2024
07/13/2024
firstcitizens.com
MILWAUKEE, WI
3,000 - 7,500
1898
RALPH GARCIA
$1B - $3B
Banking
Related Companies
About First Citizens Bank
For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ...
than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC
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The following is the career advancement route for Financial Services Specialist (Jr Personal Banker) positions, which can be used as a reference in future career path planning. As a Financial Services Specialist (Jr Personal Banker), it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Specialist (Jr Personal Banker). You can explore the career advancement for a Financial Services Specialist (Jr Personal Banker) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
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Evaluate and discuss options to assist clients to meet their financial and lifestyle goals as may be applicable.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Specialist jobs
But learning about the work of financial specialists begins with understanding the way their work has changed.
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Because of the complexity of their work, financial specialists usually need at least a bachelor’s degree to get an entry-level job.
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Knowledge of governmental financial processes and systems would give you advantage.
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Knowledge of methods for locating, compiling, organizing, and analyzing financial data are needed for this position.
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Step 3: View the best colleges and universities for Financial Services Specialist.
