Senior Float Sales & Service Representative (Float Universal Banker)

First Citizens Bank•Summerville, SC

1d•Onsite

About The Position

The Senior Float Sales & Service Representative (Float Universal Banker) supports sales and service delivery across multiple First Citizens Bank branches. The role builds and expands banking relationships through proactive customer outreach and service requests, fulfills deposit accounts, payment solutions, and digital access products, and identifies and refers sales opportunities to appropriate bank partners. The representative adapts to branch needs, performing both transaction processing and sales duties. This float position provides coverage to three branches in Summerville, two in North Charleston, one in Moncks Corner, and one in St. George. Frequent travel to other offices and bank customers is required. A bank car is not provided; mileage is reimbursed. The position requires someone who can build rapport with different personalities, manage daily sales calls, engage customers confidently, and demonstrate professionalism and empathy. The successful candidate learns and adapts quickly, builds strong team and cross-functional relationships, handles multiple demands, shifts priorities efficiently, and moves quickly through problem resolution. The role includes achieving assigned individual and/or team financial, production, and relationship goals; conducting proactive outreach to customers, prospects, and referral sources; and, when appropriate, representing the Bank at civic and community events to generate business and identify potential Community Reinvestment Act opportunities. The representative uses appropriate partnering, planning, and preparation to provide relevant financial guidance and support informed customer decisions. The representative fosters collaborative relationships, identifies sales and referral opportunities, listens to understand customer needs, and acts promptly to address them. They seek coaching, support Bank initiatives, and use tools to improve performance. They must comply with applicable regulations, policies, procedures, and delegated authorities; complete required training on time; perform assigned office management duties; and maintain transaction accuracy and operational efficiency when taking deposits.

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.
Valid driver's license; frequent driving to other offices and bank customers is required, and no bank car is provided.
Written and verbal communication skills.
Transaction processing skills.
Branch banking operations knowledge.
Ability to build productive relationships.
Customer service skills.
Sales outreach skills.

Nice To Haves

Bachelor's degree.
Telephone sales experience.

Responsibilities

Achieve assigned individual and/or team financial, production, and relationship results.
Conduct proactive outreach to customers, prospects, and referral sources.
Fulfill deposit accounts, payment solutions, and digital access products, and refer sales opportunities to appropriate bank partners.
Represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
Use appropriate partnering, planning, and preparation to provide relevant financial guidance and support informed decisions.
Build collaborative relationships that deliver value to customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities; listen to 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 risk.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Maintain transaction accuracy and operational efficiency when taking deposits.
Provide float coverage across branches in Summerville, North Charleston, Moncks Corner, and St. George, traveling to other offices and bank customers as needed.