Float Sales & Service Representative (Float Universal Banker)

First Citizens Bank; Florida; On-site; USD 30,000 - 45,000; Full time

Job summary

A regional financial institution seeks a Sales and Service Representative in Florida to enhance customer experiences, process transactions, and support sales initiatives. The role requires strong interpersonal skills, a high school diploma, and at least 6 months of customer service experience. Candidates with bilingual skills and cash-handling experience are preferred. Frequent travel within the Tampa area is expected. Competitive benefits offered.

Qualifications

• 6 months customer service experience required.
• Bilingual (English/Spanish) highly preferred.
• 1+ years of cash-handling experience required.
• General knowledge of banking products and services.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately and efficiently.
• Providing assistance with account servicing needs.
• Facilitating customer education on bank services.

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

Overview

Are you a people person? Be a First Citizens person! Join our branch team and make a difference.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

• 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

Responsibilities

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

• Engaging customers in conversation to understand their banking needs and preferences
• Processing transactions accurately and efficiently
• Providing assistance with account servicing needs
• 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

This position will provide coverage to multiple branches in the Tampa area.

Qualifications

• High School Diploma or GED and 6 months customer service experience
• Preferred Skills, Knowledge, and Experience:
  • 1+ years of recent cash-handling experience is required
  • 1+ years of experience in sales or sales support is highly preferred. This position will engage in the sales discovery process with clients to identify both sales and referral opportunities.
  • Bilingual (English/Spanish) is highly preferred.
  • General knowledge of banking products and services
  • Strong ability to creatively problem solve

Please Note: The ideal candidate must possess a valid driver's license. This position requires frequent driving. Bank car not provided. This position will travel to the following areas, as needed: Tampa, Belleair Bluffs, Pinellas Park, Lakewood Ranch, and St. Petersburg.

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