Float Sales & Service Representative (Universal Banker)

First Citizens Bank•Miami, FL

41d•Hybrid

About The Position

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch, facilitating customer awareness and education of bank capabilities, tools, and resources, and supporting the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate communication skills, customer service skills, adaptability, teamwork, flexibility, and agility.

Requirements

High School Diploma or GED
6 months customer service experience
Financial literacy
Knowledge of retail banking products and services
Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc.

Nice To Haves

Sales experience
Cash-handling ($USD)

Responsibilities

Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
Initiate conversation to uncover sales or referral opportunities.
Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Complete required training by established deadlines.
Perform general office management duties as assigned to ensure operational efficiency.
Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
The results may include an accountability for individual contribution as well as team performance.