Sales & Service Representative (Universal Banker)

First Citizens Bank•Cedar Park, TX

17h

About The Position

At First Citizens Bank, together we become better. The Sales and Service Representative processes transactions and other customer service requests in a branch. The role helps customers understand the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying opportunities and referring customers to the appropriate bank partner. The successful candidate communicates confidently, provides professional and empathetic customer service, adapts to new information and technology, builds working relationships, and manages competing demands and shifting priorities.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Ability to proactively engage in conversation and communicate confidently.
Professionalism and empathy in customer interactions.
Ability to identify customer needs and opportunities, fulfill needs, or refer customers to appropriate team members or specialists.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong relationships with team members and cross-functional partners.
Ability to manage multiple demands and shift priorities efficiently.

Nice To Haves

At least 1 year of recent banking experience, ideally as a Bank Teller or Universal Banker.
At least 1 year of recent, high-volume U.S. dollar cash-handling experience.
Previous sales experience.

Responsibilities

Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities.
Listen attentively and ask questions to understand customer needs and preferences, then promptly address immediate needs.
Seek coaching, support bank initiatives, and use available tools to improve 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.
For roles responsible for taking deposits, ensure transaction accuracy and operational efficiency, contributing to individual and team performance.