Float Bank Senior Sales and Service Representative (Universal Banker)

First Citizens Bank • Greenville, NC

26d

About The Position

The Senior Sales and Service Representative at First Citizens Bank supports sales and service delivery in the branch. The role builds and expands banking relationships through proactive customer outreach and responses to customer service requests. It 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 and provides customer service in both transaction-processing and sales capacities.

The successful candidate builds rapport with different personalities, manages daily sales outreach, communicates confidently with customers, demonstrates professionalism and empathy, and adapts quickly to changing information and technology. The role also requires teamwork, flexibility in shifting priorities, and agility in resolving problems.

The representative achieves individual and/or team financial, production, and relationship goals; conducts proactive outreach to customers, prospects, and referral sources; and, when appropriate, represents the Bank at civic and community events. They use sales practices that create value for customers and the Bank, and partner and prepare appropriately to provide relevant financial guidance. They foster collaborative relationships, identify sales and referral opportunities, understand customer needs, address immediate needs promptly, seek coaching, support Bank initiatives, and use tools to improve performance.

The position requires compliance with applicable regulations, bank policies, procedures, and delegated authorities to manage risk. Duties include completing required training, performing assigned office-management tasks, and maintaining transaction accuracy and operational efficiency when taking deposits. A valid driver's license is required, and frequent driving to other offices and bank customers is part of the role; a bank car is not provided.

Requirements

• High school diploma or GED and one year of sales or customer-service experience; or six months of experience in a First Citizens Bank customer-support role; or participation in a First Citizens career development program.
• Valid driver's license.
• Ability to build rapport, engage customers proactively, and manage daily calling activity to achieve required results.
• Strong interpersonal communication, customer service, and relationship-building skills.
• Ability to adapt to new information and technology, handle multiple demands, shift priorities, and move efficiently through problem resolution.
• Application of a structured sales process.
• Financial literacy.
• Knowledge of retail banking products and services.
• Customer relations and customer-service skills.

Nice To Haves

• Bachelor's degree.
• Telephone sales experience.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
• Engage customers, prospects, and referral sources through proactive outreach.
• Represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
• Use sales practices that create value for customers and the Bank, with appropriate planning and preparation to provide relevant financial guidance.
• Initiate conversations to uncover sales or referral opportunities, listen to customers, ask questions to understand their needs, and promptly address immediate needs.
• Build collaborative relationships with customers, prospects, colleagues, team members, and cross-functional partners.
• Seek coaching, support Bank initiatives, and use tools to improve performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to customer interactions, transactions, and financial exposures.
• Complete required training by established deadlines and perform assigned general office-management duties.
• Maintain transaction accuracy and operational efficiency when taking deposits.
• Fulfill deposit accounts, payment solutions, and digital access products; identify and refer sales opportunities to appropriate bank partners.
• Drive frequently to other offices and bank customers.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet associates' needs; specific benefits are described on the employer's benefits website.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED