First Tennessee Bank Capital Bank Financial Services Representative in Raleigh, North Carolina

Description The Financial Services Rep is responsible for day-to-day service and sales activities necessary to achieve an excellent level of customer service and satisfaction as they move from location to location as business needs dictate. This position will perform a broad variety of functions, including responding to customer inquiries and cross-selling bank products and services.

Duties and Responsibilities:

  • Provides a complete range of prompt, efficient and courteous customer service by: a) Greeting all customers by name b) Opening new accounts; processing new and existing accounts and receiving deposits c) Actively seeking out referral opportunities to cross sell items to existing customers; seeking out referrals for new customers and referring loan and wealth management opportunities to appropriate bank specialists d) Completing loan training which enables Financial Services Rep (FSR) to originate consumer loan products offered by the bank e) Educating, referring and recommending available and appropriate products and services to existing and potential customers f) Following the company’s pre-defined sales processes/playbook.

  • Carries out the bank’s client retention strategies by anticipating customer needs and cross selling when appropriate, in accordance with established policies and procedures; taking initiative to acquire and maintain up-to-date knowledge of bank products and services

  • Partners with Teller teammates to uncover additional existing and potential customer needs; pro-actively focuses on building and deepening all customer relationships

  • Comprehends, adheres to, and enforces all security and compliance procedures for protection of assets, including consistent use of dual control; ensures that customer confidentiality is maintained at all times

  • Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s)

  • Participates in special projects and assignments and performs other duties as assigned *Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.


  • High School diploma (or equivalent) and a minimum of 2 years previous Bank Teller experience or an equivalent combination of education and experience

  • Ability to successfully complete Platform training and pass the final exam

  • Intermediate knowledge of MS Office preferred with strong keyboarding and 10-key skills

  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing

  • Strong customer service skills with the ability to handle a variety of customer situations, sometimes simultaneously with strong attention to detail

  • Ability to recognize opportunities and cross-sell products and services to existing and potential customers

  • Work includes limited or up to 10% travel and occasional trips outside the normally assigned geographic area with possible overnight stays

  • Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently

Requisition Number: 18-0814

Post Date: 4/17/2018

Title: Capital Bank Financial Services Representative

Part Time?: No

City: Raleigh

State: NC