Senior Sales & Service Representative (Universal Banker)

First Citizens Bank • High Point, NC

4h

About The Position

The Senior Sales & Service Representative (Universal Banker) supports sales and service delivery in a First Citizens Bank 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 representative adapts to branch needs by providing both transaction processing and sales support.

The position calls for rapport-building, disciplined sales outreach, confident and proactive communication, professionalism and empathy in customer interactions, adaptability to new information and technology, teamwork, flexibility in managing competing demands, and agility in resolving problems.

Sales responsibilities include achieving assigned individual and/or 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. Sales practices should create value for customers and the Bank, with appropriate partnering, planning, and preparation to provide relevant financial guidance.

The representative fosters collaborative partnerships, listens to understand customer needs, asks questions, addresses immediate needs promptly, and seeks opportunities for sales or referrals. They also seek coaching, support Bank initiatives, and use tools to improve performance. Operational duties include complying with regulations, policies, procedures, and delegated authorities; completing required training on time; performing assigned office-management tasks; and ensuring accurate, efficient deposit transactions where applicable.

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.
• Communication (written and verbal).
• Transaction processing.
• Branch banking operations.
• Ability to build productive relationships.
• Customer service skills.
• Sales outreach.

Nice To Haves

• Bachelor's degree.
• Telephone sales experience.

Responsibilities

• Achieve assigned individual and/or team financial, production, and relationship results.
• Conduct proactive outreach to customers, prospects, and referral sources.
• Fulfill deposit accounts, payment solutions, and digital access products.
• Identify sales opportunities and refer them 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 that create value for customers and the Bank, with appropriate planning and partnering to provide relevant financial guidance.
• Build collaborative relationships with customers, prospects, colleagues, and referral sources.
• Listen to customers, ask questions to understand their needs and preferences, and promptly address immediate needs.
• Seek coaching, support Bank initiatives, and use tools to improve performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
• Complete required training by established deadlines.
• Perform assigned general office-management duties.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• The company describes its benefits program as competitive, thoughtfully designed, and intended to meet associates' needs; specific benefits are not listed in the posting.

What This Job Offers

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