Senior Sales & Service Representative (Universal Banker)

First Citizens Bank • Candler, NC

4h

About The Position

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in a branch. You will build and expand banking relationships through proactive customer outreach and service requests. The role is responsible for fulfilling deposit accounts, payment solutions, and digital access products, identifying sales opportunities, and referring them to appropriate bank partners. You will adapt to branch needs by providing customer service in both transaction processing and sales.

The successful candidate builds rapport with different personalities, manages daily sales calling activity, engages confidently in conversations, and demonstrates professionalism and empathy in customer interactions. The role also requires learning and adapting to new information and technology, developing strong team and cross-functional relationships, handling competing demands, and moving efficiently through problem resolution.

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.
• Application of a structured sales process.
• Financial literacy.
• Knowledge of retail banking products and services.
• Branch banking operations knowledge.
• 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.
• Engage customers, prospects, and referral sources through proactive outreach.
• 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, with appropriate partnering, planning, and preparation to provide relevant financial guidance.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand customer needs, 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 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 at the provided benefits website.

What This Job Offers

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