Building a Career at First Citizens Bank: A Close Look at the Role of a Senior Sales & Service Representative
Do you believe in the power of human connection and have an interest in the financial services industry? If so, then a promising career opportunity awaits you at First Citizens Bank. As a Senior Sales & Service Representative, you can be part of a team that makes a difference in the lives of customers by fulfilling their banking needs. This role is a unique blend of sales and service, allowing you to build and expand banking relationships through proactive outreach and response to customer service requests.
What Makes a Successful Senior Sales & Service Representative?
So, what does it take to excel in this role? The desired candidate should possess specific qualities that align with First Citizens Bank’s values and operation philosophy. These include:
- Influence: The ability to build rapport with diverse personalities to drive positive results is essential in this role. It is about understanding the customer’s needs and being able to effectively communicate the right solutions.
- Sales Outreach: A self-starter attitude is vital, as you will need to manage daily calling activities to achieve desired results. This proactive outreach is a key element in building and expanding banking relationships.
- Communication Skills: Confidence in engaging in conversation is crucial. The ability to articulate product offerings and services effectively can greatly enhance customer relationships.
- Customer Service Skills: A successful representative demonstrates professionalism and empathy in every interaction, ensuring that every customer feels valued and their needs are met.
- Adaptability: In an ever-evolving banking environment, the ability to learn and adapt quickly to new information and technology is key.
- Teamwork: Teamwork is at the heart of this role. Building strong relationships within your team and cross-functional teams is essential.
- Flexibility and Agility: The ability to handle multiple demands, shift priorities efficiently, and quickly process information to resolve problems is vital to keep pace with the fast-paced banking environment.
Key Responsibilities of a Senior Sales & Service Representative
The Senior Sales & Service Representative plays a crucial role in the branch team with responsibilities that are essential to delivering an exceptional banking experience for customers. These include:
- Proactively engaging customers in conversation about their financial needs, helping them understand how First Citizens Bank’s products and services can meet those needs.
- Opening deposit accounts and ancillary banking products, facilitating a seamless banking experience for customers.
- Educating customers about bank services, including digital banking capabilities, ensuring they are aware and comfortable with all the tools available to them.
- Introducing customers to other branch team members or bank partners who can provide further solutions for their financial needs, ensuring a holistic approach to customer service.
- Processing transactions and other account servicing requests efficiently and accurately, ensuring customer satisfaction.
Qualifications and Skills
For this position, a High School Diploma or a GED and 1 year of experience in Sales or customer service is required. However, a Bachelor’s degree and experience in telephone sales are preferred. Additionally, the candidate should be able to apply a structured sales process, have financial literacy, and possess knowledge of retail banking products and services.
A Competitive and Quality Benefits Program
First Citizens Bank recognizes that benefits are a crucial part of total rewards. Therefore, the bank is committed to providing a competitive, thoughtfully designed, and quality benefits program to meet the needs of its associates. More information about this can be found at First Citizens Bank’s Benefits Page.
If you are a people’s person who is passionate about making a difference and building a fulfilling career in banking, consider becoming a First Citizens person. Take the first step today to join the branch team as a Senior Sales & Service Representative. Apply here!
