Senior Sales & Service Representative Community (Universal Banker)

First Citizens Bank•West Jefferson, NC

4h•Onsite

About The Position

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. This role involves building and expanding banking relationships through proactive customer outreach and customer service requests. Responsibilities include the fulfillment of deposit accounts, payment solutions, and digital access products, as well as identifying and referring sales opportunities to appropriate bank partners. The representative will adapt to the needs of the branch, providing customer service in both transaction processing and sales roles. The successful candidate should demonstrate influence, sales outreach capabilities, strong interpersonal communication skills, customer service skills, adaptability, teamwork, flexibility, and agility.

Requirements

High School Diploma or GED and 1 year of experience in Sales or customer service
6 months of experience in a customer support role at First Citizens Bank
Participation in a First Citizens career development program
Application of a structured sales process
Financial literacy
Knowledge of retail banking products and services

Nice To Haves

Bachelor's degree
Telephone sales

Responsibilities

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Engage with customers, prospects and referral sources through proactive outreach.
When appropriate, 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.
Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
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. The results may include an accountability for individual contribution as well as team performance.