Float Bank Senior Sales and Service Representative (Universal Banker)

First Citizens Bank•Fayetteville, NC

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 service requests, fulfills deposit accounts, payment solutions, and digital access products, and identifies and refers sales opportunities to appropriate bank partners. The position adapts to branch needs by providing customer service in both transaction-processing and sales capacities. The successful candidate demonstrates influence, disciplined sales outreach, confident interpersonal communication, professionalism and empathy, adaptability to new information and technology, teamwork, flexibility in managing competing demands, and agility in resolving problems. The position also requires applying a structured sales process, financial literacy, knowledge of retail banking products and services, productive relationship-building, customer relations, and customer service skills. The role requires a high school diploma or GED and qualifying sales or customer-service experience, a First Citizens customer-support background, or participation in a First Citizens career development program. A valid driver's license is required, and the position involves frequent driving to other offices and bank customers. A bank car is not provided. A bachelor's degree and telephone sales experience are preferred.

Requirements

High school diploma or GED and one year of experience in sales or customer service; alternatively, 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; 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.
Relationship-building, 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 relative to 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 both customers and the Bank, with appropriate partnering, planning, and preparation to provide relevant financial guidance.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand customer needs and preferences, and promptly address immediate needs.
Seek coaching, support Bank initiatives, and leverage tools to improve performance.
Comply with regulations, Bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Ensure transaction accuracy and operational efficiency when responsible for taking deposits.