Senior Sales & Service Representative (Universal Banker)

First Citizens Bank•Charleston, SC

25d

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. 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 both transaction processing and sales support. The successful candidate builds rapport with people of different personalities, manages daily sales outreach, communicates confidently, and demonstrates professionalism and empathy in customer interactions. They learn and adapt to new information and technology, build effective working relationships, manage competing demands, and move efficiently through problem resolution. The position achieves individual and/or team financial, production, and relationship results against assigned goals. It engages customers, prospects, and referral sources through outreach; represents the Bank at civic and community events when appropriate; and uses sales practices intended to create value for customers and the Bank. The representative listens to understand customer needs, addresses immediate needs promptly, and looks for opportunities to improve performance through coaching, Bank initiatives, and available tools. The role also follows regulations, policies, procedures, and delegated authorities to manage risk; completes required training on time; performs assigned office management duties; and maintains accurate, efficient deposit transactions where applicable.

Requirements

High school diploma or GED.
At least 1 year of experience in sales or customer service; or 6 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.
Customer service skills.
Transaction processing skills.
Written and verbal communication skills.
Sales outreach skills.
Ability to build rapport, proactively engage customers, adapt to new information and technology, manage multiple demands, and work collaboratively.

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.
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 preparation and partnering to provide relevant financial guidance.
Listen attentively, ask questions to understand customer needs and preferences, and promptly address immediate needs.
Identify sales or referral opportunities and refer them to appropriate Bank partners.
Seek coaching, support Bank initiatives, and use tools to improve performance.
Comply with regulations, Bank policies, procedures, and delegated authorities to manage risk in customer interactions and transactions.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Maintain accuracy and operational efficiency in deposit-taking transactions, where applicable.