
Financial Services Representative
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!
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
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
Communication
Decision Making
Leadership
Time management
Interpersonal Skills
self-motivation
Creative Thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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