Sales & Service Representative (Universal Banker)

First Citizens; Orlando, Fort Myers (FL, FL); On-site; USD 30,000 - 40,000; Full time

Job summary

Join a leading bank as a Sales and Service Representative in Orlando, where you'll engage with customers, process transactions, and support their banking needs. This role emphasizes communication, adaptability, and teamwork, offering a chance to make a difference in the community.

Qualifications

• 6 months experience in customer service.
• 1+ years of recent cash-handling experience preferred.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately and efficiently.
• Facilitating customer awareness of bank services.

Skills

Communication Skills

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

Qualifications

• High School Diploma or GED and 6 months experience in customer service
• Preferred Skills & Experience:
  • 1+ years of recent cash-handling experience
  • Prior knowledge of retail banking products and services highly preferred
  • Professional communication skills (both written and verbal)
  • Ability to be a positive team player

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.