Bank Senior Sales & Service Rep (Universal Banker)

First Citizens Bank•Omaha, NE

About The Position

At First Citizens Bank, the Senior Sales & Service Representative supports sales and service delivery in a branch. The role builds and expands banking relationships through proactive customer outreach and customer service requests, and fulfills deposit accounts, payment solutions, and digital access products. It identifies and refers sales opportunities to the appropriate bank partner and adapts to branch needs, providing customer service in both transaction-processing and sales activities. The successful candidate builds rapport with different personalities, manages daily calling activity, communicates professionally and empathetically, learns and adapts to new information and technology, handles multiple demands, builds strong team and cross-functional relationships, and moves quickly through problem resolution.

Requirements

High school diploma or GED and one year of experience in sales or customer service; or six months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Application of a structured sales process.
Financial literacy.
Knowledge of retail banking products and services.
Ability to build rapport with different personalities and proactively engage in conversation.
Discipline to manage daily calling activity and achieve required results.
Professionalism and empathy in customer interactions.
Ability to learn and adapt quickly to new information and technology, handle multiple demands, shift priorities, and resolve problems efficiently.
Ability to build strong working relationships with teammates and cross-functional partners.

Nice To Haves

Bachelor's degree.
Telephone sales experience.
Previous banking sales experience.

Responsibilities

Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals, aligning sales results with community needs and the Bank's commitment to diverse lending.
Conduct proactive outreach to customers, prospects, and referral sources.
Represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
Use sales practices that create value for customers and the Bank; partner, plan, and prepare to provide relevant financial guidance that supports informed decisions.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities; listen attentively, ask insightful questions, understand customer needs and preferences, and promptly address immediate needs.
Seek coaching, support Bank initiatives, and leverage tools to optimize performance.
Comply with regulations, Bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Ensure transaction accuracy and operational efficiency when responsible for taking deposits; contribute to individual and team performance.