Bank Senior Sales and Service Representative (Universal Banker
Listed on 2026-08-22
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Finance & Banking
Banking & Finance, Bank Customer Service, Retail Banking, Financial Sales
Location: Swansboro
Bank Senior Sales and Service Representative (Universal Banker)
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OverviewAre 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. Responsible for fulfilling deposit accounts, payment solutions, digital access products, and referring sales opportunities to the appropriate bank partner. You will adapt to the branch needs, providing customer service in both transaction processing and sales roles.
TheSuccessful Candidate Will Demonstrate
- Influence:
Capable of building rapport with different personalities to drive positive results. - Sales Outreach:
Self-starter disciplined to manage daily calling activity to achieve results. - Communication
Skills:
Comfortable and confident engaging proactively in conversations. - Customer Service
Skills:
Demonstrates professionalism and empathy. - Adaptability:
Able to learn and adapt quickly to new information and technology. - Teamwork:
Builds strong working relationships within and across teams. - Flexibility:
Handles multiple demands and shifts priorities efficiently. - Agility:
Processes information swiftly for problem resolution.
- Engage customers about their financial needs.
- Open deposit accounts and ancillary banking products.
- Educate customers on bank services, including digital banking.
- Introduce customers to other team members or bank partners for solutions.
- Process transactions and account servicing requests.
High School Diploma or GED and 1 year of sales or customer service experience; or 6 months at First Citizens Bank in a support role; or participation in a career development program.
Preferred Education:
Bachelor's degree.
Preferred Experience:
Telephone sales.
Skills:
Structured sales process, financial literacy, knowledge of retail banking products and services.
Benefits are part of total rewards. More info at First Citizens Benefits.
Additional Details- Seniority level:
Not Applicable - Employment type:
Full-time - Job function:
Other - Industries:
Banking and Financial Services
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