Senior Sales & Service Representative (Universal Banker)

First Citizens Bank • Sumter, SC

1d

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 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 by providing customer service in both transaction-processing and sales roles.

The successful candidate builds rapport with different personalities, manages daily sales outreach, engages customers confidently, and demonstrates professionalism and empathy. They learn and adapt to new information and technology, build strong team and cross-functional relationships, manage multiple demands, shift priorities efficiently, and move quickly through problem resolution.

The position works toward assigned individual and/or team financial, production, and relationship goals. It engages customers, prospects, and referral sources through proactive outreach and may represent the Bank at civic and community events to generate business and identify potential CRA opportunities. The representative follows sales practices that create value for customers and the Bank, and partners, plans, and prepares to provide relevant financial guidance.

The role fosters collaborative partnerships, identifies sales and referral opportunities through customer conversations, listens to understand customer needs, and acts promptly to address them. It also seeks coaching, supports Bank initiatives, and uses tools to improve performance. The representative complies with regulations, Bank policies, procedures, and delegated authorities; completes required training; performs assigned office management duties; and is accountable for transaction accuracy and operational efficiency when taking deposits.

Minimum qualifications are a high school diploma or GED and one year of sales or customer service experience; alternatively, six months of experience in a First Citizens Bank customer support role or participation in a First Citizens career development program. A bachelor's degree and telephone sales experience are preferred. First Citizens Bank describes its benefits program as competitive and thoughtfully designed; further details are available at the benefits link in the posting.

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.
• Ability to apply a structured sales process.
• Financial literacy.
• Knowledge of retail banking products and services.
• Knowledge of branch banking operations.
• Transaction-processing skills.
• Customer service skills.
• Written and verbal communication skills.
• Ability to build rapport, conduct proactive sales outreach, adapt to new information and technology, collaborate, handle multiple demands, shift priorities, and resolve problems efficiently.

Nice To Haves

• Bachelor's degree.
• Telephone sales experience.

Responsibilities

• Achieve assigned individual and/or team financial, production, and relationship results.
• Engage customers, prospects, and referral sources through proactive outreach and customer service.
• Fulfill deposit accounts, payment solutions, and digital access products.
• Identify and refer sales opportunities 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, including appropriate partnering, planning, and preparation to provide relevant financial guidance.
• Build collaborative partnerships with customers, prospects, and colleagues.
• Initiate conversations to uncover sales and referral opportunities; listen to customer needs and preferences and take prompt action to address immediate needs.
• Seek coaching, support Bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, Bank policies, procedures, and delegated authorities to manage risk in customer interactions, transactions, and financial exposures.
• 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 posting describes a competitive, thoughtfully designed benefits program for associates and directs candidates to the company's benefits website for more information.

What This Job Offers

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