Sales & Service Representative (Universal Banker)

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

Key Competencies

• 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 team members and cross‑functional partners.
• 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

• Service Standards – Foster collaborative partnerships that deliver value for customers, prospects, and colleagues; initiate conversations to uncover sales or referral opportunities; listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs; proactively seek ways to optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools.
• Operations and Administration – Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures; complete required training by established deadlines; perform general office management duties as assigned to ensure operational efficiency; ensure transaction accuracy and operational efficiency for deposit‑taking roles; contribute to both individual and team performance.

Qualifications

• Minimum Required Education: High School Diploma or GED.
• Experience: At least 6 months of customer service experience.
• Additional Skills and Experience: Banking.

Position Specific Skills

• 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.