Senior Sales & Service Representative (Universal Banker)

First Citizens Bank•Greensboro, NC

About The Position

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and service requests, fulfill deposit accounts, payment solutions, and digital access products, and identify and refer sales opportunities to appropriate bank partners. The role adapts to branch needs by combining transaction processing and sales responsibilities. The position calls for someone who can build rapport with different personalities, manage daily sales outreach, communicate confidently, provide professional and empathetic customer service, learn and adapt to new information and technology, build team and cross-functional relationships, handle shifting priorities, and resolve problems efficiently.

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.
Written and verbal communication skills.
Transaction processing skills.
Branch banking operations knowledge.
Ability to build productive relationships.
Customer service skills.
Sales outreach skills.

Nice To Haves

Bachelor's degree.
Telephone sales experience.

Responsibilities

Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals, aligning sales results with community needs and the Bank's commitment to diverse lending.
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, ask questions to understand customer needs, and act promptly on 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.