Dynamic Universal Banker: Sales & Service Expert

First Citizens Bank; Miami (FL); On-site; USD 22,000 - 28,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative in Miami to process transactions, assist customers with bank products, and refer potential opportunities to partners. You will build relationships, educate clients about capabilities, and support branch team sales goals in a fast-paced environment.

The role emphasizes communication, empathy, and adaptability as you handle diverse customer requests and collaborate across teams to deliver excellent service.

Qualifications

• High School Diploma or GED.
• 6 months customer service experience.
• 1+ years of recent banking experience, ideally as Bank Teller or Universal Banker.
• 1+ years of recent, high volume cash handling (USD).
• Previous sales experience; comfortable with outbound calls.

Responsibilities

• 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.
• Operations & 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 are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Skills

Communication Skills - Interpersonal

Customer Service

Sales Skills

Adaptability

Teamwork

Flexibility

Job description

First Citizens Bank is seeking a Sales and Service Representative in Miami to process transactions, assist customers with bank products, and refer potential opportunities to partners. You will build relationships, educate clients about capabilities, and support branch team sales goals in a fast-paced environment.

The role emphasizes communication, empathy, and adaptability as you handle diverse customer requests and collaborate across teams to deliver excellent service.