Senior Sales & Service Representative (Universal Banker)

First Citizens Bank; High Point (NC); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

First Citizens Bank in High Point, NC is seeking a branch sales professional who helps customers, builds relationships, and drives community outreach. You will engage customers, process transactions, and promote financial guidance aligned with bank goals.

The role emphasizes strong communication, sales outreach, and collaboration with the team to deliver excellent service while complying with bank policies.

Qualifikationen

• High school diploma or GED required; 1 year in sales or customer service, or 6 months in a First Citizens Bank customer support role, or a career development program participation.
• Preferred: Bachelor's degree.

Aufgaben

• Engage customers, prospects and referral sources through proactive outreach to drive sales and relationships.
• Represent the Bank in the community by attending events to generate business and CRA opportunities.
• Follow sales practices to create value for customers and the bank, with planning to provide relevant financial guidance.
• Foster partnerships to deliver value, listen and ask questions to address customer needs and optimize performance.

Kenntnisse

Communication

Sales Outreach

Customer Service

Branch Operations

Relationship Building

Teamwork

Ausbildung

High School Diploma or GED

Bachelor's Degree

Jobbeschreibung

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

The Successful Candidate Will Demonstrate

• Influence: Capable of building rapport with different personalities to drive positive results
• Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results
• Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
• Adaptability: Has the ability to learn and adapt quickly to new information and technology
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
• Agility: Able to process information and move quickly through problem resolution

Responsibilities & Qualifications

Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents 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. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.

Service Standards - 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 ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal 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. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills

• Communication (Written and Verbal)
• Transaction Processing
• Branch Banking Operations
• Builds Productive Relationships
• Customer Service Skills
• Sales Outreach

Qualifications

Minimum Required Education and Experience: 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

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.