Sales & Service Representative (Universal Banker)

First Citizens; Florida; On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Sales and Service Representative to join their team. This full-time role offers the opportunity to make a meaningful impact in the community by assisting customers with their banking needs and providing exceptional service. You'll engage with customers, process transactions, and facilitate awareness of various banking services, including digital capabilities. If you're a proactive communicator with a passion for customer service and teamwork, this position is perfect for you. Join a forward-thinking organization that values your contributions and supports your growth in the banking sector.

Qualifications

• High School Diploma or GED with 6 months of customer service experience.
• Preferred experience in sales and financial literacy.

Responsibilities

• Engage customers to understand their banking needs and preferences.
• Process transactions accurately and provide account servicing assistance.
• Educate customers on bank services and digital banking capabilities.

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Tools

Digital Banking Tools

Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

This full-time Sales and Service Representative position is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and 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

Qualifications

High School Diploma or GED and 6 months customer service experience

Preferred Area of Experience: Sales

Skill(s): Financial literacy, Knowledge of retail banking products and services