Senior Sales & Service Representative (Universal Banker)

First Citizens Bank • Greenwood, SC

3d

About The Position

The Senior Sales & Service Representative at First Citizens Bank supports sales and service delivery in a 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 customer service in both transaction-processing and sales capacities.

The successful candidate builds rapport with different personalities, manages daily sales calling activity, engages customers confidently, demonstrates professionalism and empathy, learns new information and technology quickly, builds strong team and cross-functional relationships, shifts priorities to manage multiple demands, and processes information efficiently to resolve problems.

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.
• Ability to apply 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 assigned individual and/or team financial, production, and relationship results in line with specific 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 both customers and the Bank, partnering and preparing appropriately to provide relevant financial guidance.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales and referral opportunities; 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 optimize performance.
• Comply with 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 to support operational efficiency.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• A competitive, thoughtfully designed benefits program intended to meet associates' needs; further details are available on the company benefits website.

What This Job Offers

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