Float Bank Senior Sales and Service Representative; Universal Banker
Listed on 2026-09-13
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Sales
Customer Success Management, Banking & Finance, Client Relationship Management
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 service requests. 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 new 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 multiple demands and can readily shift priorities to ensure work is done efficiently
Agility:
Able to process information and move quickly through problem resolution.
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 service requests. 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 new 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 multiple demands and can readily shift priorities to ensure work is done efficiently
Agility:
Able to process information and move quickly through problem resolution.
- Sales
- Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure…
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