Senior Banking Sales & Service Specialist

First Citizens Bank; Sumter (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

First Citizens Bank in Sumter, SC is seeking a Senior Sales & Service Representative to support sales and service delivery in the branch. You will build and expand banking relationships through proactive outreach and responsive customer service, handling deposits, payments, and digital access products while referring opportunities to bank partners.

You will engage customers with a structured sales process, adapt to community needs, and collaborate with team members and cross-functional partners

Qualifications

• High School Diploma or GED required; 1 year 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: Bachelor's Degree
• Telephone sales experience is a plus.

Responsibilities

• Sales: achieve individual and team financial, production and relationship targets; engage with customers, prospects and referral sources through proactive outreach.
• Service Standards: foster partnerships, initiate conversations to uncover sales or referral opportunities, listen and address customer needs, and support Bank initiatives.
• Operations and Administration: comply with regulations and bank policies, complete required training, manage deposits and ensure transaction accuracy and efficiency.

Skills

Sales process

Financial literacy

Retail banking

Branch operations

Transaction processing

Customer service

Written & verbal communication

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Job description

First Citizens Bank in Sumter, SC is seeking a Senior Sales & Service Representative to support sales and service delivery in the branch. You will build and expand banking relationships through proactive outreach and responsive customer service, handling deposits, payments, and digital access products while referring opportunities to bank partners.

You will engage customers with a structured sales process, adapt to community needs, and collaborate with team members and cross-functional partners