Senior Sales & Service Representative (Universal Banker)

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. You will build and expand banking relationships through proactive customer outreach and service requests, fulfill deposit accounts, payment solutions, and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You will adapt to branch needs, providing customer service in both transaction processing and sales roles.

Key Attributes

• Influence: Capable of building rapport with different personalities to drive positive results.
• Sales Outreach: Self‑starter disciplined to manage daily calling activity to achieve required results.
• Communication – Interpersonal: 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 move quickly through problem resolution.

Responsibilities

• Sales:
  • Achieve individual and/or team financial, production, and relationship results according to assigned metrics and goals.
  • Engage customers, prospects, and referral sources through proactive outreach.
  • Represent the bank in the community by attending civic and community events to generate business and identify CRA opportunities.
  • Practice sales approaches that create value for both the customer and the bank, including appropriate partnering, planning, and preparation.
• Service Standards:
  • Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiate conversations to uncover sales or referral opportunities.
  • Listen attentively, ask insightful questions, and take prompt action to address immediate needs.
  • Seek coaching, support bank initiatives, and leverage tools to enhance performance.
• Operations and Administration:
  • Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk.
  • Complete required training by established deadlines.
  • Perform general office management duties to ensure operational efficiency.
  • Maintain transaction accuracy and operational efficiency for deposit‑taking functions.

Qualifications

• High School Diploma or GED.
• Minimum of 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.

Skills

• Application of a structured sales process.
• Financial literacy.
• Knowledge of retail banking products and services.
• Sales experience, including outbound calls.

Benefits

Benefits are an integral part of total rewards. 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.