Float Sales & Service Representative (Universal Banker)

First Citizens Bank; Miami (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

First Citizens Bank in Florida is hiring a Sales and Service Representative to process transactions, educate customers on bank capabilities, and support the sales efforts by identifying and referring opportunities to appropriate bank partners.

The role requires strong communication, customer service, adaptability, teamwork, flexibility, and agility, with frequent driving to other offices. Mileage is reimbursed at IRS rates.

Qualifications

• Duties & Responsibilities: Service standards—foster partnerships, uncover sales or referral opportunities.
• Operations & Administration: comply with regulations, bank policies, and risk management while handling customer interactions and transactions.
• Proactively seek coaching and use banking tools to improve performance.
• Complete required training by deadlines and maintain operational efficiency.

Responsibilities

• Service standards—foster collaborative partnerships that deliver value for customers, prospects and colleagues; initiate conversations to uncover sales or referral opportunities.
• Operations and Administration: comply with 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.
• Assist with bank initiatives and leverage tools to improve activities and performance.

Skills

Communication Skills Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Financial literacy

Knowledge of retail banking products

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. The branches this role will be traveling to include:

• 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.