Senior Banking Sales & Service Specialist

First Citizens Bank; Roanoke (VA); On-site; USD 60,174,000 - 74,501,000; Full time

Job summary

First Citizens Bank in Roanoke, VA seeks a Senior Sales & Service Representative to support sales and service delivery in the branch and to build banking relationships through proactive customer outreach. You will handle deposit accounts, payment solutions, and digital access products, while referring opportunities to bank partners.

The role emphasizes strong relationship-building, adaptability, and teamwork within a fast-paced retail banking environment.

Qualifications

• High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
• Preferred Education: Bachelor's degree

Responsibilities

• Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
• Engage in sales practices that are aligned to create value for both the customer and the bank.
• 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.
• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational and regulatory 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.

Skills

Influence

Sales Outreach

Communication

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Bachelor's degree preferred

Job description

First Citizens Bank in Roanoke, VA seeks a Senior Sales & Service Representative to support sales and service delivery in the branch and to build banking relationships through proactive customer outreach. You will handle deposit accounts, payment solutions, and digital access products, while referring opportunities to bank partners.

The role emphasizes strong relationship-building, adaptability, and teamwork within a fast-paced retail banking environment.