Sales & Service Representative; Universal Banker

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job – who want to make a difference in the communities where we live and work.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

• Communication Skills – comfortable and confident with proactively engaging in conversation
• Customer Service Skills – demonstrates professionalism and empathy in customer interactions
• Sales Skills – ability to support the team by making client servicing calls, identifying client needs or opportunities, and referring the client to the appropriate branch team members or specialists
• 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 colleagues
• Flexibility – capable of handling multiple demands and readily shifting priorities to ensure work is done efficiently

• Service Standards – foster collaborative partnerships that deliver value for customers, prospects, and colleagues; initiate conversation to uncover sales or referral opportunities; listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively seek ways to 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 personal interactions, customer transactions, and financial exposures; complete required training by established deadlines; perform general office‑management duties as assigned to ensure operational efficiency; associates in roles defined to take deposits must maintain transaction accuracy and operational efficiency in that function and contribute to team performance.

• Basic Qualifications:
  • High School Diploma or GED
  • 6 months customer service experience
• Additional Skills and Experiences:
  • 1+ year of recent banking experience, ideally as a Bank Teller or Universal Banker
  • 1+ year of recent, high‑volume cash‑handling experience ($USD)
  • Previous sales experience

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