Senior Float Sales & Service Representative (Universal Banker)

First Citizens; Drummond-North Elmsley; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Sales & Service Representative to join their dynamic branch team. In this role, you will actively engage with customers, helping them navigate their financial needs while expanding banking relationships. Your ability to communicate effectively and provide top-notch customer service will be essential as you facilitate account openings and educate clients on various banking services. This position offers the opportunity to work across multiple branches, making a significant impact in the community. If you are a motivated individual who thrives in a fast-paced environment, this role is perfect for you.

Benefits

Gas mileage reimbursement

Competitive benefits program

Qualifications

• 1+ years in Sales or customer service; or 6 months in customer support at First Citizens.
• Must possess a valid driver's license for frequent driving to other offices.

Responsibilities

• Engaging customers about their financial needs and opening deposit accounts.
• Facilitating customer education on bank services, including digital banking.

Skills

Influence

Sales Outreach

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

Banking software

Job description

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:

1. Influence: Capable of building rapport with different personalities to drive positive results
2. Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
3. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
4. Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
5. Adaptability: Has the ability to learn and adapt quickly to new information and technology
6. Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
7. Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
8. Agility: Able to process information and move quickly through problem resolution

Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Gas mileage will be reimbursed.

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

1. Proactively engaging customers in conversation about their financial needs
2. Opening deposit accounts and ancillary banking products
3. Facilitating customer awareness and education of bank services, including digital banking capabilities
4. Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
5. Processing transactions and other account servicing requests
6. This position will provide coverage for multiple branches.

Qualifications

High School Diploma or GED and 1 years 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.

Preferred Education: Bachelor's degree.

Preferred Area of Experience: Telephone sales or banking.

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Gas mileage will be reimbursed.

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 https://jobs.firstcitizens.com/benefits.