Senior Branch Banking Sales & Service Specialist

First Citizens Bank; Charlotte (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

First Citizens Bank in Charlotte is seeking a Senior Sales & Service Representative to support sales and service delivery in the branch. You will build relationships, handle deposits and payment solutions, and refer opportunities to bank partners.

Duties include engaging customers, meeting sales and service metrics, collaborating across teams, and ensuring compliance with bank policies and regulations.

Qualifications

• High School Diploma or GED and 1 year 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
• Preferred Area of Experience: Telephone sales

Responsibilities

• Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk and ensure operational efficiency.

Skills

Communication

Transaction Processing

Branch Banking Operations

Productive Relationships

Customer Service

Sales Outreach

Education

High School Diploma or GED

Bachelor's Degree

Job description

First Citizens Bank in Charlotte is seeking a Senior Sales & Service Representative to support sales and service delivery in the branch. You will build relationships, handle deposits and payment solutions, and refer opportunities to bank partners.

Duties include engaging customers, meeting sales and service metrics, collaborating across teams, and ensuring compliance with bank policies and regulations.