Universal Banker

First Citizens Bank•Jacksonville, FL

About The Position

At First Citizens Bank, the Universal Banker supports customers and the branch community by processing transactions and customer service requests, educating customers about the bank’s capabilities, tools, and resources, and supporting branch sales efforts by identifying opportunities and referring customers to appropriate bank partners. The successful candidate communicates confidently, provides professional and empathetic service, adapts to new information and technology, builds strong working relationships, and manages shifting priorities efficiently. The role fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. It involves initiating conversations to identify sales or referral opportunities, listening and asking questions to understand customer needs, and taking prompt action to address them. The Universal Banker also follows applicable regulations, bank policies, procedures, and delegated authorities; completes required training; and performs assigned office management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially measured by individual contribution and team performance.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Ability to communicate confidently and proactively engage in conversation.
Professionalism and empathy in customer interactions.
Ability to support sales through client servicing calls, identifying customer needs, and fulfilling or referring those needs.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong team and cross-functional working relationships.
Ability to manage multiple demands and shift priorities efficiently.

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 U.S. dollar cash-handling experience.
Previous sales experience.

Responsibilities

Process transactions and other customer service requests in the branch.
Educate customers about bank capabilities, tools, and resources.
Support branch sales efforts by identifying opportunities and referring customers to appropriate bank partners.
Initiate conversations, listen attentively, and ask questions to understand 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 applicable regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Ensure accuracy and operational efficiency when responsible for taking deposits.