Senior Float Sales & Service Representative (Universal Banker)

First Citizens Bank•Lavonia, GA

19d

About The Position

The Senior Float Sales & Service Representative (Universal Banker) supports sales and service delivery across 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 by providing both transaction processing and sales support. The successful candidate builds rapport with varied personalities, manages daily calling activity, communicates confidently, and interacts professionally and empathetically with customers. The role requires adaptability to new information and technology, strong teamwork, flexibility in shifting priorities, and agility in resolving problems. Responsibilities include achieving assigned individual and team financial, production, and relationship goals; engaging customers, prospects, and referral sources through outreach; and, when appropriate, representing the Bank at civic and community events to generate business and identify potential CRA opportunities. The representative uses sales practices intended to create value for customers and the Bank, and prepares and partners appropriately to provide relevant financial guidance. The role also involves delivering service that supports customers, prospects, and colleagues; identifying sales or referral opportunities; understanding and promptly addressing customer needs; seeking coaching; supporting Bank initiatives; and using tools to improve performance. The representative must comply with regulations, policies, procedures, and delegated authorities; complete required training on time; perform assigned office management duties; and maintain accuracy and operational efficiency in deposit transactions. Frequent driving to other offices and bank customers is required. A valid driver's license is required, and a Bank car is not provided.

Requirements

High school diploma or GED and at least 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.
Valid driver's license; frequent driving to other offices and bank customers is required, and a Bank car is not provided.
Ability to apply a structured sales process.
Financial literacy.
Knowledge of retail banking products and services.
Written and verbal communication skills.
Transaction processing skills.
Sales outreach skills.
Customer service skills.
Knowledge of bank branch operations.
Ability to build rapport, manage calling activity, communicate confidently, adapt to new information and technology, collaborate, shift priorities, and resolve problems efficiently.

Nice To Haves

Bachelor's degree.
Telephone sales experience.

Responsibilities

Achieve assigned individual and/or team financial, production, and relationship goals.
Engage customers, prospects, and referral sources through proactive outreach, including daily calling activity.
Fulfill deposit accounts, payment solutions, and digital access products, and identify 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 sales practices and preparation that support customer value and informed financial decisions.
Listen to customers, ask questions to understand needs and preferences, and promptly address immediate needs.
Seek coaching, support Bank initiatives, and use tools to optimize performance.
Comply with applicable regulations, Bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform assigned general office management duties.
Ensure accuracy and operational efficiency in deposit transaction processing.
Drive frequently to other offices and bank customers.