Senior Float Sales & Service Representative (Float Universal Banker)

About the Role

Join our branch team as a Senior Sales & Service Representative at First Citizens Bank. This role supports sales and service delivery in the branch, building and expanding banking relationships through proactive customer outreach and service requests. You will fulfill deposit accounts, payment solutions, and digital access products, while identifying and referring sales opportunities to the appropriate bank partner. This position adaplessly serves customers in both transaction processing and sales capacities.

This is a float position requiring travel to provide coverage to 10 branches in the Canton, Franklin, Waynesville, Hayesville, Cashiers, Sylva, Cherokee, Murphy, and Highlands areas. Mileage will be reimbursed. A valid driver's license is required as the role involves frequent driving to other offices.

Responsibilities

• Sales:
  • Achieve individual and/or team financial, production, and relationship results relative to assigned metrics and goals, aligning with community needs and supporting diverse lending commitments.
  • 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 additional business and identify potential CRA opportunities.
  • Employ sales practices that create value for both the customer and the bank, ensuring relevant financial guidance drives informed decisions.
• 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, addressing immediate needs promptly.
  • Optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
• 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 interactions and transactions.
  • Complete required training by established deadlines.
  • Perform general office management duties to ensure operational efficiency.
  • Ensure transaction accuracy and operational efficiency for deposit-taking roles, contributing to both individual and team performance.

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:

• Bachelor’s degree.
• Experience in telephone sales, banking, lending, or as a notary.
• Bilingual (Spanish).

Required Skills: Application of a structured sales process, financial literacy, knowledge of retail banking products and services.

Skills

• Influence: Capable of building rapport with diverse personalities to drive positive results.
• Sales Outreach: Self-starter disciplined in managing daily calling activity to achieve required results.
• Communication Skills: Comfortable and confident in proactively engaging in conversation.
• Customer Service: Demonstrates professionalism and empathy in customer interactions.
• Adaptability: 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 shifting priorities efficiently.
• Agility: Able to process information and resolve problems quickly.

Benefits

First Citizens Bank offers a competitive and thoughtfully designed benefits program as part of total rewards. More information can be found at https://jobs.firstcitizens.com/benefits.