Float Sales & Service Representative (Universal Banker)

First Citizens; Coral Gables (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

First Citizens in Florida is seeking a Sales and Service Representative to process transactions, assist customers with bank capabilities, and support branch sales by referring opportunities.

The role emphasizes communication, empathy, adaptability, teamwork, and flexibility as you travel between Coral Gables and other offices. Frequent driving is required with mileage reimbursed per IRS rates, and comprehensive benefits are provided.

Qualifications

• Requires High School diploma or GED with related customer service experience.
• Financial literacy and knowledge of retail banking products.
• Driving to multiple offices is required; mileage reimbursed.

Responsibilities

• Foster service standards and proactively identify sales or referral opportunities.
• Ensure regulatory compliance and efficient operations, including transaction accuracy.

Skills

Interpersonal communication

Customer service

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, facilitating customer awareness and education of bank capabilities, tools, and resources, and supporting 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

PLEASE NOTE

This position requires frequent driving to other offices. Bank car not provided. Mileage will be reimbursed per the current IRS Mileage Reimbusement rate.

• • 250 Palermo Ave. in Coral Gables
  • 3750 NW 87th Ave. in Miami
  • 7301 SW 57th Court in South Miami
  • 2601 South Bayshore Drive in Miami

Responsibilities & Qualifications

Duties & 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. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and 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.

Position Specific Skills:

• Financial literacy
• Knowledge of retail banking products and services

Minimum Required Education and Experience:

• High School Diploma or GED and years' experience in 6 months customer service

Preferred Skills and Experiences:

• Sales
• Cash-handling ($USD)

Required Licenses:

• Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Please note that this position will travel to the following locations. Mileage will be reimbursed per the current IRS Mileage Reimbusement rate.
  • 250 Palermo Ave. in Coral Gables
  • 3750 NW 87th Ave. in Miami
  • 7301 SW 57th Court in South Miami
  • 2601 South Bayshore Drive in Miami

Additional Information

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. #LI-KL1