Senior Banking Sales & Service Specialist

First Citizens Bank; Cary (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

First Citizens Bank is seeking a Senior Sales & Service Representative to strengthen relationships with customers and drive branch sales. You will engage customers, open deposit accounts, and promote digital banking tools while collaborating with bank partners to meet financial needs.

The role emphasizes proactive outreach, professional customer service, and the ability to adapt to changing priorities in a fast-paced branch environment. A strong sales mindset and teamwork are essential.

Qualifications

• High School Diploma or GED required with 1 year in Sales or customer service; or 6 months in a customer support role at First Citizens Bank; or participation in career dev program.
• Bachelor’s degree preferred for advancement or specialized roles.
• Experience with telephone sales or direct customer outreach is a plus.

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 can provide solutions.
• Processing transactions and other account servicing requests.

Skills

Influence

Sales Outreach

Communication Skills

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Job description

First Citizens Bank is seeking a Senior Sales & Service Representative to strengthen relationships with customers and drive branch sales. You will engage customers, open deposit accounts, and promote digital banking tools while collaborating with bank partners to meet financial needs.

The role emphasizes proactive outreach, professional customer service, and the ability to adapt to changing priorities in a fast-paced branch environment. A strong sales mindset and teamwork are essential.