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Listed below are the top 10 out of 57 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Richmond, VA
Prudential Insurance Company of America - Glen Allen, VA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Glen Allen, VA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
KPMG's Advisory Services Practice is a recognized leader in providing services crucial to the federal government's continuous and secure operations. Our professionals ...
SUMMARY: The Senior Financial Reporting Analyst is responsible for preparing the company's GAAP financial statements, preparing internal and external reporting ...
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This position allows the person to work independently and offers growth potential to advance progressively through the various responsibilities and positions ...
PRIMARY FUNCTION(S)Provide GFEBS functional services in support of the resource management operations.RESPONSIBILITIES AND DUTIESServe as a functional General ...
When was the last time you were handed a book of business? When was the last time you had an established territory with warm leads? When was the last time you ...
For your reference, we have included the original job posting below.
Financial Services Representative I/II
Job Number:
36909981
Company Name:
First Citizens Bank
Job Location:
Richmond, VA US
Job Category:
Accounting & Finance
Financial Services Representative I/II
Financial Services Representative I/II
Job ID #: 18846 Location: VA-Richmond Functional Area: Banking Employment Type: Full-Time Non-Exempt Education Required: High School Diploma Experience Required: 1 year Days and Hours: Monday - Friday, 8:30 - 5:00 Physical Address: 11776 W. Broad Street, Richmond, VA 23233 Department Name: Retail Banking
Position Description
The position is an inside branch sales role. Success in the position requires effective selling of deposit products, retail credit products and non-credit fee-based products and services (with a focus on meeting goals for loans and deposit production as well as Wealth Management referrals), adhering to the Bank's prescribed sales process. The incumbent is expected to provide high quality customer service to all customers and prospects.
The incumbent reports to a Financial Services Manager (FSM) or to the Manager Retail Banking if there is no FSM assigned to the branch. The incumbent is often the first point of contact with a customer or prospect within the branch and plays a major role in the effective customer relationship management and retention.
Principal Accountabilities .Identifies needs and actively sells the Bank's deposit products/services and retail credit products, adhering to the Bank's prescribed sales process. May participate in outside sales calls occasionally with other loan officers. Refers customers and qualified prospects, as appropriate and required, to other area bankers or product specialists. (May include the sales of specific products requiring a license.) .Markets the Bank's services via telephone and correspondence in a professional, sales-oriented, compliant manner and maintains an active retail prospect list for telemarketing. .Provides information to customers concerning credit products; interview loan applicants; collect appropriate data; process loan requests; finalize documentation; and disburse funds. Maintains open and positive communications with Centralized Underwriting and Loan Doc Prep departments to ensure prompt, professional and responsive lending service. Works with the Collection and Recovery Department with follow-up and collection on loan delinquencies in a timely and effective manner, as appropriate. .Ensures compliance with federal regulations on all loan applications and deposit product documentation. Keeps current on product knowledge and competition. Completes all required compliance training. .Answers questions and resolves problems for customers concerning all services provided by the Bank; identifies the problem, collects data, secures answers and reports results to the inquiring party and works with the Supervisor, Teller Services, Manager, Area Operations, Branch Central or other bank associates as necessary to respond to the customer in a timely manner. .Maintains a positive working relationship with teller staff to ensure the continued generation of customer referrals; follows up on referrals in a timely manner; and provides feedback to tellers on the same. .Actively participates in branch selling programs and sales meetings, making monthly sales presentations as assigned. .Represents the Bank in the community and develop and promote additional business by attending and participating in civic meetings and gatherings, volunteering for activities, etc. .Perform other duties as assigned. Position Requirements
Basic Qualifications: Financial Services Representative I High School Diploma or GED. Minimum of 6 months work experience in a sales/customer service capacity.
Additional Requirements: Demonstrated knowledge of retail lending policies and procedures. General analysis skills of personal cash flow.
Financial Services Representative II Basic Qualifications: High School Diploma or GED. Minimum of 1 year work experience as a Financial Services Representative I or 1 year lending experience.
Additional Requirements: Must complete federal registration and annual renewal as required by the SAFE Act. Demonstrated knowledge of retail lending policies and procedures. General analysis skills of personal cash flow.
