Sales & Service Representative (Universal Banker)

First Citizens; Vienna (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

Join a leading bank as a Sales and Service Representative where you'll engage with customers, facilitate transactions, and promote awareness of banking services. This role requires strong communication, customer service experience, and adaptability. Be a part of a team that prioritizes making a difference in the banking experience.

Qualifications

• 6 months customer service experience required.
• 1+ years recent cash-handling experience is a must.
• 1+ years in sales or sales support needed, self-starter qualities are crucial.

Responsibilities

• Engage customers to understand their banking needs and preferences.
• Process transactions accurately and efficiently.
• Facilitate customer awareness of bank services and digital banking.

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Tools

Microsoft Office Suite

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 customer service experience
• Additional Skills and Experiences:
  • 1+ years of recent cash-handling experience is a must.
  • 1+ years of recent experience in sales or sales support (cross-selling, meeting goals, etc.). Must be a self-started and be willing to take initiative in sales-based conversations with clients.
  • Financial literacy; Knowledge of retail banking products and services
  • Professional communication skills, both written and verbal
  • Working knowledge of Microsoft Office Suite
  • Highly organized and detail-oriented

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. #LI-KL1