Float Bank Senior Sales and Service Representative (Universal Banker)

First Citizens Bank•Washington Park, NC

11d

About The Position

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and service requests. The role fulfills deposit accounts, payment solutions, and digital access products, identifies and refers sales opportunities to the appropriate bank partner, and adapts to branch needs by providing both transaction processing and sales support. The successful candidate builds rapport with different personalities, manages daily calling activity, communicates confidently, demonstrates professionalism and empathy, adapts to new information and technology, works effectively with teammates and cross-functional partners, shifts priorities as needed, and moves efficiently through problem resolution. The role includes achieving 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 that create value for customers and the Bank, preparing and partnering appropriately to provide relevant financial guidance. The representative fosters collaborative partnerships, listens and asks questions to understand customer needs, addresses immediate needs promptly, and seeks coaching and uses tools to improve performance. The position also requires compliance with regulations, policies, procedures, and delegated authorities; completion of required training; and general office management duties as assigned. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, including individual and team results.

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; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
Ability to apply a structured sales process.
Financial literacy.
Knowledge of retail banking products and services.
Relationship-building skills.
Customer relations and customer service skills.
Ability to build rapport, communicate confidently, adapt to new information and technology, and manage shifting priorities.

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 and daily calling activity.
Fulfill deposit accounts, payment solutions, and digital access products.
Identify and refer sales opportunities to the appropriate bank partner.
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 both customers and the Bank, with appropriate planning and financial guidance.
Listen to customers, ask questions to understand their needs, and take prompt action to address immediate needs.
Build collaborative relationships with customers, prospects, colleagues, and referral sources.
Seek coaching, support Bank initiatives, and use available 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.
Maintain transaction accuracy and operational efficiency when responsible for taking deposits.
Adapt to branch needs by providing both transaction processing and sales support.