Sales & Service Representative (Universal Banker)

First Citizens Bank; Town of Florida (NY); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Bank in New York seeks a customer-focused Bank Teller/Universal Banker to engage customers, uncover needs, and refer opportunities to branch teams while upholding service standards.

You will support daily operations, process transactions accurately, comply with regulations, and collaborate with colleagues to deliver value to communities where we live and work.

Qualifications

• High School Diploma or GED.
• 6 months customer service experience.
• 2+ years of banking experience, ideally as a Bank Teller or Universal Banker.
• 1+ years of high volume cash-handling ($USD).
• Previous sales experience.

Responsibilities

• Initiate conversation to uncover sales or referral opportunities and address customer needs.
• Ensure compliance with regulations and maintain operational efficiency in daily activities.

Skills

Communication Skills

Customer Service

Sales Skills

Adaptability

Teamwork

Flexibility

Banking Experience

Cash Handling

Sales Experience

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.

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:
  • 2+ 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

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.