Senior Sales & Service Representative (Universal Banker)

First Citizens; Lancaster (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

First Citizens Bank seeks a Senior Sales & Service Representative to support branch sales and service delivery, building and expanding banking relationships through proactive outreach and high-quality customer service.

The role involves handling deposits, payment solutions, and digital access products, while identifying sales opportunities for bank partners and adapting to branch needs to optimize customer experience.

Qualifications

• High School Diploma or GED required; 1 year sales or customer service experience, or 6 months in a First Citizens Bank customer support role; or participation in a First Citizens career development program
• Preferred education: Bachelor’s degree

Responsibilities

• Sales: achieve individual and team financial, production and relationship results; engage with customers and referral sources; represent the Bank in the community for generating business and CRA opportunities
• Service Standards: foster partnerships to deliver value; identify sales or referral opportunities; listen and ask questions to address needs; support Bank initiatives and use tools to enhance activities

Skills

Influence

Sales outreach

Communication skills

Customer service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Bachelor's degree (preferred)

Job description

Overview

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

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.

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 way 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.

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

Preferred Area of Experience: Telephone sales or banking

Position Specific Skills

• Application of a structured sales process
• Financial literacy
• Knowledge of retail banking products and services
• Communication (Written and Verbal)
• Transaction Processing
• Branch Banking Operations
• Builds Productive Relationships
• Customer service skills
• Sales outreach

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.