Community Engagement Finance Jobs

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Financial Services Representative

First Citizens Bank Hartsville, SC

1mo ago

Full time Branch Banking Community Engagement Consumer Lending

Branch Banking Community Engagement Consumer Lending

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Job Description

Overview

Open the door to client service and growth as a Financial Services Representative in our Hartsville branch. You will support both sales and service delivery, strengthening banking relationships through proactive outreach and timely service requests. The role involves opening deposit accounts and related banking services, handling lending activities (including consumer real estate secured loans), and identifying as well as referring sales opportunities to the appropriate bank partner. Location: Hartsville, SC 29550.

Qualities of a Successful Candidate

Self-motivated with disciplined daily outreach to meet targets
Excellent interpersonal communication; confident in initiating conversations
Strong customer service mindset; able to build trust with clients
Adaptable and quick to learn new information and technologies
Collaborative team player who fosters cross-functional relationships
Ability to establish rapport across diverse personalities to drive outcomes
Agile in processing information and resolving issues promptly

Responsibilities

Meet individual and/or team financial, production, and relationship targets aligned with defined metrics and community needs, supporting the bank’s commitment to diverse lending
Proactively engage customers, prospects, and referral sources to generate opportunities
Represent the Bank in the community when appropriate, attending civic and community events to foster business development and identify potential CRA opportunities
Conduct sales activities that deliver value for both customers and the bank
Collaborate, plan, and prepare to ensure conversations provide the relevant financial guidance needed for informed decisions

Service Standards

Foster collaborative partnerships that create value for customers, prospects, and colleagues
Initiate conversations to uncover sales or referral opportunities
Listen attentively, ask insightful questions to understand customer needs, and act promptly to address them
Seek coaching and support bank initiatives; leverage tools to enhance performance

Operations and Administration

Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal aspects of personal interactions and transactions
Complete required training by set deadlines
Perform general office duties as assigned to ensure operational efficiency
Alumni in deposit-taking roles are accountable for transaction accuracy and operational efficiency within that function
Results may reflect both individual contributions and team performance

Qualifications

Bachelor's Degree with 1 year of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program; OR
High School Diploma or GED with 5 years of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program

Preferred Area of Experience

Financial services sales; telephone sales

License or Certification Type

If licensing is required, complete the bank‑sponsored licensing program within 12 months of starting the role.

Skill(s)

Application of a structured sales process
Providing financial guidance and expertise
Strong financial literacy
Knowledge of retail banking products and services

Benefits

Benefit

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