Bank Senior Sales and Service Representative (Universal Banker)

About the position

Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

Responsibilities

• Proactively engaging customers in conversation about their financial needs
• Opening deposit accounts and ancillary banking products
• Facilitating customer awareness and education of bank services, including digital banking capabilities
• Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
• Processing transactions and other account servicing requests

Requirements

• High School Diploma or GED and 1 years of experience in Sales or customer service
• 6 months of experience in a customer support role at First Citizens Bank
• Participation in a First Citizens career development program

Nice-to-haves

• Bachelor's degree
• Telephone sales experience
• Application of a structured sales process
• Financial literacy
• Knowledge of retail banking products and services