Senior Float Sales & Service Representative (Universal Banker)

First Citizens Bank•Hendersonville, NC

About The Position

This is a float position requiring travel among multiple assigned branch locations based on branch needs. The Senior Sales & Service Representative supports sales and service delivery in the branch, builds and expands banking relationships through proactive customer outreach and service requests, and fulfills deposit accounts, payment solutions, and digital access products. The role identifies and refers sales opportunities to appropriate bank partners and adapts to branch needs by providing both transaction processing and sales support. The successful candidate builds rapport with different personalities, manages daily sales outreach, proactively engages in conversations, and demonstrates professionalism and empathy in customer interactions. The role requires adapting quickly to new information and technology, building strong team and cross-functional relationships, shifting priorities efficiently, and moving quickly through problem resolution. The position requires compliance with applicable regulations, bank policies, procedures, and delegated authorities. A valid driver's license is required, and frequent driving to other offices and bank customers is expected. A bank car is not provided.

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.
Frequent driving to other offices and bank customers is required; a bank car is not provided.
Application of a structured sales process.
Financial literacy.
Knowledge of retail banking products and services.
Knowledge of branch banking operations.
Ability to build productive relationships.
Sales outreach skills.

Nice To Haves

Bachelor's degree.
Telephone sales experience.
Banking industry experience.
High-volume customer service experience.
Cash handling and transaction experience.

Responsibilities

Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
Conduct proactive outreach to customers, prospects, and referral sources.
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 preparation to provide relevant financial guidance.
Build collaborative relationships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities; listen, ask questions, and take prompt action to address customer needs.
Seek coaching, support Bank initiatives, and leverage tools to optimize performance.
Follow 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.
Ensure accuracy and operational efficiency in deposit-taking transactions, with accountability for individual and team results as applicable.