Universal Banker

First Citizens Bank•South Miami, FL

19d

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch. The position helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner. The role calls for proactive communication, professional and empathetic customer service, adaptability to new information and technology, teamwork, and the ability to handle multiple demands and shifting priorities. The position fosters collaborative partnerships with customers, prospects, and colleagues; initiates conversations to uncover sales or referral opportunities; listens and asks questions to understand customer needs; and takes prompt action to address immediate requests. It also requires compliance with applicable regulations, bank policies, procedures, and delegated authorities; completion of required training; and general office management duties as assigned. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency.

Requirements

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

Nice To Haves

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

Responsibilities

Process branch transactions and customer service requests.
Help customers learn about the bank’s capabilities, tools, and resources.
Support branch sales efforts by identifying and referring opportunities to appropriate bank partners.
Build collaborative partnerships with customers, prospects, and colleagues.
Initiate conversations, listen attentively, and ask questions to identify customer needs and preferences.
Take prompt action to address customers’ immediate needs.
Seek coaching, support bank initiatives, and use tools to improve performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform general office management duties as assigned.
Ensure accuracy and operational efficiency when handling deposits.