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Financial Service Representative III
Glendale, WI
Job Description
Position Description:
**Please note, this Financial Service Representative's home office will be at the new Business Banking Office in Wauwatosa once it opens in November 2019.**
Perform customer outreach to build new and existing consumer and micro business banking relationships; loan products sold are consumer loans, as well as limited secured and unsecured business loans; identify referrals for branch and specialty partner sales.
Principal Accountabilities:
Operations and Administration:
Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.
Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.
Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.
Performs general office management duties as assigned.
Completes required training by established deadlines.
Service & Sales Support and Referrals:
Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.
Ensures service and referral activities are aligned to create value for both the customer and the bank.
Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.
Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.
Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.
Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
Sales:
Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.
Develops and implements an individual sales & service activities plan that aligns with the team plan.
Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Effectively engages partners to develop holistic customer relationships.
Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.
When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.
*This position may be located at any of our branch locations in the greater Milwaukee, WI area.
Position Requirements:
Basic Qualifications:
Bachelor degree with a minimum of 4 years experience in a sales, financial services, or lending role.
- or -
High school diploma or GED with a minimum of 8 years experience in a sales, financial services, or lending role.
Additional Requirements:
Must complete federal registration and annual renewal as required by the SAFE Act.
In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.
Other Preferred Qualifications:
Sales, referral and service skills to effectively sell the Banks products and make qualified referrals to Bank partners.
Advanced knowledge of retail products and services and related policies and procedures.
This job requires Continuing Credit Education.
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
**Please note, this Financial Service Representative's home office will be at the new Business Banking Office in Wauwatosa once it opens in November 2019.**
Perform customer outreach to build new and existing consumer and micro business banking relationships; loan products sold are consumer loans, as well as limited secured and unsecured business loans; identify referrals for branch and specialty partner sales.
Principal Accountabilities:
Operations and Administration:
Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.
Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.
Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.
Performs general office management duties as assigned.
Completes required training by established deadlines.
Service & Sales Support and Referrals:
Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.
Ensures service and referral activities are aligned to create value for both the customer and the bank.
Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.
Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.
Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.
Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
Sales:
Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.
Develops and implements an individual sales & service activities plan that aligns with the team plan.
Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Effectively engages partners to develop holistic customer relationships.
Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.
When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.
*This position may be located at any of our branch locations in the greater Milwaukee, WI area.
Position Requirements:
Basic Qualifications:
Bachelor degree with a minimum of 4 years experience in a sales, financial services, or lending role.
- or -
High school diploma or GED with a minimum of 8 years experience in a sales, financial services, or lending role.
Additional Requirements:
Must complete federal registration and annual renewal as required by the SAFE Act.
In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.
Other Preferred Qualifications:
Sales, referral and service skills to effectively sell the Banks products and make qualified referrals to Bank partners.
Advanced knowledge of retail products and services and related policies and procedures.
This job requires Continuing Credit Education.
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
4+ years
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