Universal Banker

First Citizens Bank•Sugar Land, TX

15d

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a bank branch. The role helps customers learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying opportunities and referring customers to the appropriate bank partner. The successful candidate proactively engages customers, communicates with professionalism and empathy, supports sales and referrals, adapts to new information and technology, builds effective working relationships, and shifts priorities as needed. The role fosters collaborative partnerships and uncovers sales or referral opportunities by listening to customers, asking questions, and addressing their needs promptly. It also requires compliance with regulations, bank policies, procedures, and delegated authorities; timely completion of required training; and general office-management duties as assigned. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially assessed individually and as part of the team.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Ability to proactively engage in conversation and communicate effectively.
Professionalism and empathy in customer interactions.
Ability to identify customer needs or sales opportunities and fulfill or refer them appropriately.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong team and cross-functional relationships.
Ability to handle multiple demands and shift priorities efficiently.
For deposit-taking roles, accountability for transaction accuracy and operational efficiency.

Nice To Haves

At least 1 year of recent banking experience, ideally as a Bank Teller or Universal Banker.
At least 1 year of recent, high-volume cash-handling experience in U.S. dollars.

Responsibilities

Process branch transactions and other customer service requests.
Facilitate customer awareness and education about bank capabilities, tools, and resources.
Identify sales opportunities and refer customers to appropriate bank partners or branch team members.
Initiate conversations, listen attentively, and ask questions to understand customer needs and preferences.
Take prompt action to address customers’ immediate needs.
Support branch sales efforts, including making client servicing calls.
Seek coaching, support bank initiatives, and use tools to improve performance.
Comply with applicable regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform general office-management duties as assigned.
For roles taking deposits, maintain transaction accuracy and operational efficiency.