Senior Float Sales & Service Representative (Float Universal Banker)

First Citizens Bank•Clemmons, NC

About The Position

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. Mileage will be reimbursed.

Requirements

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
Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc.
Application of a structured sales process
Financial literacy
Knowledge of retail banking products and services

Nice To Haves

Bachelor's degree
Telephone sales

Responsibilities

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
Engage with customers, prospects and referral sources through proactive outreach.
Represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Engage in sales practices that are aligned to create value for both the customer and the bank.
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.