First Citizens Bank
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank, Charlotte, North Carolina, United States, 28245
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Overview 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.
The Successful Candidate Will Demonstrate
Influence:
Capable of building rapport with different personalities to drive positive results
Sales Outreach:
Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal:
Comfortable and confident with proactively engaging in conversation
Customer Service Skills:
Demonstrates professionalism and empathy in customer interactions
Adaptability:
Has the ability to learn and adapt quickly to new information and technology
Teamwork:
Strives to build strong working relationships with those on their team as well as cross‑functional relationships
Flexibility:
Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility:
Able to process information and move quickly through problem resolution
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
Qualifications
High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
Benefits Benefits are an integral part of total rewards and 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 at https://jobs.firstcitizens.com/benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Industries BankingTranslated?
Financial Services
Referrals increase your chances of interviewing at First Citizens Bank by 2x
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apre?p
Get AI-powered advice on this job and more exclusive features.
Overview 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.
The Successful Candidate Will Demonstrate
Influence:
Capable of building rapport with different personalities to drive positive results
Sales Outreach:
Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal:
Comfortable and confident with proactively engaging in conversation
Customer Service Skills:
Demonstrates professionalism and empathy in customer interactions
Adaptability:
Has the ability to learn and adapt quickly to new information and technology
Teamwork:
Strives to build strong working relationships with those on their team as well as cross‑functional relationships
Flexibility:
Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility:
Able to process information and move quickly through problem resolution
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
Qualifications
High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
Benefits Benefits are an integral part of total rewards and 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 at https://jobs.firstcitizens.com/benefits.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Industries BankingTranslated?
Financial Services
Referrals increase your chances of interviewing at First Citizens Bank by 2x
Sign in to set job alerts for “Sales Service Representative” roles.
#J-18808-Ljbffr