First Citizens Bank

Financial Services Representative

First Citizens Bank

Thousand Oaks, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

First Citizens Bank is looking for a Financial Services Representative to join our team and provide exceptional customer service to our clients. Our ideal candidate should have excellent communication skills, a passion for helping others, and a commitment to financial services excellence. We are seeking a team player who is able to quickly and accurately process customer transactions and answer customers’ inquiries.The successful candidate should possess a minimum of two years of experience in a sales or customer service role, along with a strong knowledge of financial services products, procedures, and regulations. A Bachelor’s degree in finance or a related field is preferred but not required. We are looking for someone who is enthusiastic, organized, and reliable, with a positive attitude and a willingness to go the extra mile. If you are interested in joining our team, please apply today!

Where is this job?
This job is located at Thousand Oaks, CA, USA
Job Qualifications
  • Excellent Customer Service Skills

  • Strong Knowledge Of Banking Products And Services

  • Ability To Identify Customer Needs And Provide Solutions

  • Proficiency In Microsoft Office Programs

  • Experience With Banking Software

  • Ability To Accurately Process Transactions

  • Ability To Maintain Client Confidentiality

  • And Ability To Provide Financial Advice

Required Skills
  • Risk Management

  • Financial Analysis

  • Investments

  • Data Analysis

  • Account Management

  • Sales

  • Forecasting

  • customer service

  • Financial Modeling

  • Credit Analysis

  • Portfolio Management

  • Regulatory compliance

  • Loan origination

  • Banking operations

  • Banking Regulations

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Time management

  • Interpersonal Skills

  • self-motivation

  • Creative Thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Services Representative in Thousand Oaks, CA, USA is $18-$30 per hour. This salary range is based on the median salary of Financial Services Representatives in Thousand Oaks, which is around $24 per hour. The lower end of the range is based on entry-level positions, while the upper end of the range is based on more experienced professionals.

Additional Information
First Citizens Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 27th, 2023
Apply BeforeMay 22nd, 2025
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About First Citizens Bank

First Citizens Bancshares, Inc. is a bank holding company based in Raleigh, North Carolina. Its primary subsidiary is First Citizens Bank.

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