Senior Sales & Service Representative; Universal Banker
Listed on 2026-01-16
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Sales
Customer Success Mgr./ CSM, Banking & Finance
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. Builds and expands banking relationships through proactive customer outreach and customer Puig;
Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
The successful candidate will demonstrate:
Influence: Capable of building rapport with different personalities to drive positive results
Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
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 newulam information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross‑functional relationships
Flexibility: Capable of handling calendars and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities- The essential functions of the job include, but are not necessarily limited to, the following:
- Proactively engaging customers in conversation about their financial needs
- Opening deposit accounts and ancillary banking products
- Facilitating customer awareness and education of bank services, including digital banking capabilities
- Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
- Processing transactions and other account servicing requests
* Bi-Lingual (English/Spanish) Preferred
High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience মৃত a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education:
Bachelor's degree
Preferred Area of
Experience:
Telephone sales, Cash Management, Banking
* Bi-Lingual (English/Spanish) Preferred
Skill(s):
Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
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
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