Bank Senior Sales & Service Representative (Universal Banker)

Bank Senior Sales & Service Representative (Universal Banker)

First Citizen Bank – A Place for People Persons

Are you a people person? Do you thrive when interacting with a diverse range of personalities? If so, First Citizens Bank is the perfect place for you to make a significant difference. We value individuals who are capable of creating and nurturing connections, while playing a crucial role in our branch team.

A Rewarding Role as Senior Sales & Service Representative

As a Senior Sales & Service Representative at First Citizens Bank, your role is not just confined to sales and service delivery within the branch. You are also responsible for expanding and enhancing banking relationships through proactive customer outreach, and responding to customer service requests. You will play a key role in delivering a wide array of services, including the fulfillment of deposit accounts, payment solutions, and digital access products.

Moreover, you will also be identifying potential sales opportunities and referring them to the appropriate bank partner. This position requires adaptability to the needs of the branch, with your role alternating between transaction processing and sales.

Desirable Traits for the Role

To succeed in this role, you must exhibit certain key traits.

Influence: You should be capable of building rapport with different personalities to drive positive results.

Sales Outreach: As a self-starter, you should be disciplined to manage daily calling activity to achieve required results.

Communication Skills – Interpersonal: You should feel comfortable and confident engaging in proactive conversations.

Customer Service Skills: A high level of professionalism and empathy in customer interactions is crucial for this role.

Adaptability: The ability to learn and adapt quickly to new information and technology is a must.

Teamwork: You should strive to build strong working relationships with your team as well as cross-functional relationships.

Flexibility: The ability to handle multiple demands and shift priorities to ensure work is done efficiently is critical.

Agility: You should be able to process information and move quickly through problem resolution.

Key Responsibilities

The essential functions of this job, though not limited to, include the following:

  • 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

Qualifications

For this role, you should have a High School Diploma or GED and 1 year of experience in Sales or customer service. Alternatively, 6 months of experience in a customer support role at First Citizens Bank, or participation in a First Citizens career development program would suffice.

Preferred Education: Bachelor’s degree

Preferred Area of Experience: Telephone sales, previous banking

Skill(s): Application of a structured sale process, financial literacy, knowledge of retail banking products and services

Compensation and Benefits

The base pay for this position generally ranges between $20.41 to $30.00 per hour. The actual starting base pay will be determined based on your skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

First Citizens Bank is committed to providing a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates. More information can be found here.

For more details, you can find the source here.

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John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
Picture of John Wick

John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
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