What are the responsibilities and job description for the Senior Sales & Service Representative (Universal Banker) position at First Citizens Bank?
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.
As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
The successful candidate will demonstrate:
Influence: Capable of building rapport with different personalities to drive positive results
Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
Proactively engaging customers in conversation about their financial needs
Opening deposit accounts and ancillary banking products
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Processing transactions and other account servicing requests
Qualifications
- High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
- Preferred Education: Bachelor's degree
- Preferred Area of Experience: Telephone sales
- Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
We are an Equal Opportunity Employer and do not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.