Financial Services Representative - Batesburg, United States - First Citizens Bank

First Citizens Bank Batesburg, United States

3 days ago

Full time

Description

Overview:

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.

Qualities of a successful candidate:

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: Builds trust and confidence with clients
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
Influence: Capable of building rapport with different personalities to drive positive results
Agility: Able to process information and move quickly through problem resolution

Responsibilities:

The essential functions of the job include the following:

Proactive outreach to generate appointments for sales conversations
Sales conversations to understand banking needs and financial goals
Open deposit accounts and originate loans (including real estate secured loans)
Identify referrals for wealth, mortgage and business/commercial banking

Qualifications:

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Area of Experience: Financial services sales, telephone salesLicense or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services

customer service representative

2 weeks ago

Family Dollar Batesburg-Leesville, United States

Family Dollar COLUMBIA HIGHWAY [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash r ...
Lead Customer Service Representative

1 week ago

Circle K Stores, Inc. Batesburg-Leesville, United States

Store : 1694 Old 96 Indian Trl, Batesburg, South Carolina 29006 Availability - Shift/ Days Flexible Availability Lead Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to Customer Service Representative, Cus ...
Customer Service Representative

3 weeks ago

Aurora Ventures Richland, United States

As an employee (m/f/d) of R+V Insurance, you have the power to shape the insurance of tomorrow. Our goal is to provide the perfect framework for your talent and passion. We strive to pave the way for innovative insurance solutions and bring our shared values to life. · Let's expl ...
Customer Service Representative

1 day ago

Circle K Stores, Inc. Ridge Spring, United States

Store : 300 a E Main St, Ridge Spring, South Carolina 29129 Availability - Shift/ Days Flexible Availability Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to be chall Customer Service Representative, Cus ...
Labor Services Representative

1 week ago

New York State Columbia, United States Full time

Minimum Qualifications This title is part of the New York Hiring for Emergency Limited Placement Statewide program (NY HELPS). For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, if they meet the below NY HELPS minimum qualificati ...
Customer Service Representative

5 days ago

Concentrix South Carolina, United States Full time

Description · JOB DESCRIPTION · The Customer Service Representative - Remote (Seasonal, Healthcare) works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine probl ...
Customer Service Representative

1 week ago

iQor North Carolina, United States Full time

We are seeking Customer Service Representatives to assist our client's customers via inbound calls in a fast-paced environment. Our representatives provide excellent service to existing customers with a one call resolve mindset. We accomplish this by handling customer questions a ...
Member Services Representative

1 week ago

Planet Fitness Columbia, United States Part time

The Member Services Representative is responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. · Characteristics that will make you a perfect match for our Member Service ...
Customer Service Representative

2 weeks ago

Concentrix North Carolina, United States Full time

Description · JOB DESCRIPTION · The Customer Service Representative (Remote) works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regard ...
Customer Service Representative

2 weeks ago

TEKsystems Cayce, United States Contract to Regular

Description: · Our Customer Service Representatives provide high quality customer service to both internal and external clients. The position interacts with customers, in a small contact center environment, responding to inquiries about products and services; and working to reso ...
Customer Service Representative

3 weeks ago

David Redfield Farmers Insurance Columbia, United States Full time

Dont wait, take the next step in your career today. David Redfield Farmers Insurance in COLUMBIA, Missouri, is looking for a motivated and dynamic individual to join our team as a Full-Time Customer Service Representative. If you have a passion for delivering excellent customer s ...
Customer Service Representative

6 days ago

TEKsystems Cayce, United States Contract to Regular

Description: · Our Customer Service Representatives provide high quality customer service to both internal and external clients. The position interacts with customers, in a small contact center environment, responding to inquiries about products and services; and working to reso ...
Customer Service Representative

1 week ago

SERVPRO of Richland County Columbia, United States Full time

Benefits:401(k) · Competitive salary · Health insurance · Who We Are: We are SERVPRO of Richland County. We are part of a team that is a national leader in property disaster restoration. From initial clean-up to complete rebuilds, SERVPRO is there every step of the way. We have a ...
Patient Service Representative

1 week ago

Boone Health Columbia, United States Full time

Description · Additional Job Information · 40 Hours per Week · Monday through Friday · 8:00 a.m. to 5:00 p.m. · Benefit eligible on first day of employment · Overview · Job Summary · Serves as a lead for front office activity. Directs the patient flow process at the phys ...
Patient Services Representative

2 weeks ago

Childrens Dental Health Aston, United States

Overview: · Pay: $ $19.00/ hour · Children's Dental Health is seeking a motivated Patient Services Representative to join our close-knit team in providing top-notch dental care to our patients. · As a Patient Services Representative, you will be our patients' first point of co ...
Customer Service Representative

1 week ago

Circle K Stores, Inc. West Columbia, United States

Store : 6122 Garners Ferry Rd, Columbia, South Carolina 29209 Availability - Shift/ Days Flexible Availability Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to be cha Customer Service Representative, Cus ...
Patient Services Representative

2 weeks ago

Chord Specialty Dental Partners Aston, United States

Pay: $ $19.00/ hour · Children's Dental Health is seeking a motivated Patient Services Representative to join our close-knit team in providing top-notch dental care to our patients. · As a Patient Services Representative, you will be our patients' first point of contact, providin ...
Customer Service Representative

2 weeks ago

Circle K Stores, Inc. Wagener, United States

Store : 206 Railroad Ave E, Wagener, South Carolina 29164 Availability - Shift/ Days Flexible Availability Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to be challen Customer Service Representative, Cus ...
Customer Service Representative

2 weeks ago

Circle K Stores, Inc. Lexington, United States

Store : 5445 Augusta Road, Lexington, South Carolina 29072 Availability - Shift/ Days Flexible Availability Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to be challe Customer Service Representative, Cus ...
Customer Service Representative

2 weeks ago

Kelly Services, Inc. West Columbia, United States

Join Kelly Professional & Industrial as a Call Center Customer Service Professional at the largest employer in Columbia, SC. We have temp-to-hire and contract opportunities with competitive pay and a positive work environment. As a Customer Service Customer Service, Customer Serv ...