Senior Sales & Service Representative (Universal Banker)

First Citizens Bank•Wellesley, MA

2d•Onsite

About The Position

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch, build and expand banking relationships through proactive customer outreach and customer service requests, and be responsible for the fulfillment of deposit accounts, payment solutions and digital access products. This position identifies and refers sales opportunities to the appropriate bank partner, and adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

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
1+ years of recent experience as a Universal Banker
1+ years of experience with using a retail banking sales platform
1+ years of experience with meeting and exceeding sales goals

Nice To Haves

Experience with sales outreach
Strong written and verbal communication skills
Highly adaptable and able to prioritize appropriately
Bachelor's degree preferred

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.