• Financial Services Development Associate

    First Citizens Bank • Denver, NC 28037

    Job #2790030678

  • Overview

    First Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program.

    The journey begins with a customized study program to obtain investment and insurance licenses including the Securities Industry Essentials [SIE], Series 6, 63 and state-specific life insurance. Once complete, you'll then learn core banking principles and consultative selling skills necessary to be successful in this industry. This

    6-month

    program is fast-paced and interactive providing opportunities to apply what you've learned in a safe, supportive environment. Upon graduation, you will be placed in a licensed role helping First Citizens clients with their banking and investment needs.

     

    At First Citizens, we're committed to your professional growth and provide dedicated coaches to help our licensed teammates achieve their full potential. As you experience success, there are multiple career paths within Banking and Wealth Management to explore and grow with us!

     

    What it takes to be successful:

    • Motivation to accomplish goals

    • Passionate about building and nurturing relationships with clients

    • Communicates clearly and confidently

    • Works well in a collaborative environment

    • Ability to manage complexity and prioritize tasks in a fast-paced environment

    • Strong critical thinking and problem-solving skills

     

    *This program will start on June 16, 2025.

     

    **The first 9 weeks of this program will take place in Raleigh, NC. Associates will be provided temporary housing, by the bank, during this timeframe.

    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 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending

     

    License Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:

     

    • Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.

    • Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.

    • SAFE Act registration required within 6 months of beginning the LPA track.

    Preferred Area of Experience: Financial services sales, telephone sales

     

    Preferred Education:  Bachelor's Degree obtained within last 2 years

     

    First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: ~~~.

    Company Description:

    Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

    First Citizens Bank. Forever First®. Member FDIC.

    Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran

    If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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