Universal Banker

First Citizens Bank • Naples, FL

15d

About The Position

At First Citizens Bank, together we become better. The bank seeks people who want more than a job and want to make a difference in the communities where they live and work. The Sales and Service Representative processes transactions and other customer service requests in a branch, helps customers learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to the appropriate bank partner.

The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy in customer interactions, supports the team through client servicing calls and by identifying or referring customer needs, learns and adapts to new information and technology, builds strong team and cross-functional relationships, and handles multiple demands while shifting priorities efficiently.

Requirements

• High school diploma or GED.
• At least 6 months of customer service experience.

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 involving U.S. dollars.
• Previous sales experience.

Responsibilities

• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences, then take prompt action to address immediate needs.
• Seek coaching, support bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks related to personal interactions, customer transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform assigned general office management duties to support operational efficiency.
• For associates in roles defined to take deposits, ensure transaction accuracy and operational efficiency; results may include individual and team performance accountability.

Benefits

• A competitive, thoughtfully designed benefits program intended to meet associates’ needs; additional information is available at https://jobs.firstcitizens.com/benefits.

What This Job Offers

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