Sales & Service Representative (Universal Banker)

First Citizens Bank; Tampa (FL); On-site; USD 28,000 - 36,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process transactions and handle customer requests in-branch. You will educate customers on bank tools and services and support the team by identifying and referring sales opportunities to the appropriate partners.

The role emphasizes strong communication, dependable service, and the ability to adapt to changing priorities while maintaining accuracy in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• 6 months customer service experience required.
• 1+ years banking experience preferred (teller/universal banker).
• Experience with high-volume cash handling (USD).
• Previous sales experience; strong ability to make referrals.
• Attention to scheduling appointments with business partners.

Responsibilities

• Initiate conversations to uncover sales or referral opportunities and guide customers to the right bank partners.
• Comply with regulations, policies, and procedures to manage risk and maintain accuracy in transactions.
• Support branch sales efforts by promoting bank capabilities and facilitating referrals.

Skills

Communication

Customer Service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

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.

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.

The Sales and Service Representative 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
• Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist
• 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

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 & 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.

Qualifications & Experiences

• Basic Qualifications:
• High School Diploma or GED
• 6 months customer service experience
• Additional Skills and Experiences:
• 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker
• 1+ years of recent, high volume cash-handling ($USD)
• Previous sales experience; strong ability to make referrals
• Strong attention to detail - this position will be assisting with scheduling appointments with business partners

Bilingual (English/Spanish) candidates are encouraged to apply!

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.