Senior Banking Relationship & Service Specialist

First Citizens Bank; Clifton (NJ); On-site; USD 42,000 - 60,000; Full time

Job summary

First Citizens Bank is seeking a Senior Sales & Service Representative in a Jersey-area branch. You will support sales and service delivery, open deposit accounts, and promote digital banking while proactively reaching out to customers to understand their financial needs.

The role emphasizes building relationships, providing clear account information, and coordinating with bank partners to offer appropriate solutions, with an adaptable, customer-focused approach.

Qualifications

• High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
• Preferred Education: Bachelor’s degree
• Preferred Area of Experience: Telephone sales
• Skills: Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Responsibilities

• Proactively engaging customers in conversation about their financial needs
• Opening deposit accounts and ancillary banking products
• 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
• Processing transactions and other account servicing requests

Skills

Structured sales process

Financial literacy

Retail banking products

Education

High School Diploma or GED

Bachelor’s degree

Job description

First Citizens Bank is seeking a Senior Sales & Service Representative in a Jersey-area branch. You will support sales and service delivery, open deposit accounts, and promote digital banking while proactively reaching out to customers to understand their financial needs.

The role emphasizes building relationships, providing clear account information, and coordinating with bank partners to offer appropriate solutions, with an adaptable, customer-focused approach.