Bank Senior Sales and Service Representative (Universal Banker)

About the Role

Join our branch team as a Senior Sales & Service Representative and make a difference by supporting sales and service delivery. You will build and expand banking relationships through proactive customer outreach and service requests, fulfilling deposit accounts, payment solutions, and digital access products. Identify and refer sales opportunities to the appropriate bank partner while adapting to branch needs in both transaction processing and sales roles.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results aligned with assigned metrics and goals, supporting the bank’s commitment to diverse lending.
• Engage with customers, prospects, and referral sources through proactive outreach.
• Represent the bank in the community by attending and participating in civic and community events to generate business and identify potential CRA opportunities.
• Use sales practices that create value for both the customer and the bank, ensuring conversations provide relevant financial guidance.
• Foster collaborative partnerships to deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities, listen attentively, and address customer needs promptly.
• Proactively optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools to enhance activities.
• Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of interactions and transactions.
• Complete required training by established deadlines.
• Perform general office management duties to ensure operational efficiency, including transaction accuracy and accountability for individual and team performance.

Requirements

• 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: Bachelor’s degree.
• Preferred: Experience in telephone sales.

Skills

• Application of a structured sales process.
• Financial literacy.
• Knowledge of retail banking products and services.
• Ability to build rapport with diverse personalities to drive positive results.
• Self-starter with discipline to manage daily calling activity.
• Strong interpersonal and communication skills, with confidence in proactive engagement.
• Professionalism and empathy in customer interactions.
• Adaptability to learn and adjust quickly to new information and technology.
• Commitment to teamwork and building strong cross-functional relationships.
• Flexibility to handle multiple demands and shift priorities efficiently.
• Agility in processing information and resolving problems quickly.

Benefits

First Citizens Bank offers a competitive, thoughtfully designed benefits program to meet the needs of associates. More information can be found at https://jobs.firstcitizens.com/benefits.