Senior Sales & Service Representative (Universal Banker)

First Citizens; Virginia, Lynchburg (MN, VA); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking bank as a Senior Sales & Service Representative and make a difference in customers' lives. This role involves proactively engaging with clients to understand their financial needs, opening deposit accounts, and educating them about various banking services, including digital options. The ideal candidate will possess strong communication and customer service skills, demonstrating professionalism and empathy in every interaction. With a focus on teamwork and adaptability, this position offers the opportunity to thrive in a dynamic environment where your contributions will directly impact customer satisfaction and branch success.

Qualifications

• 1+ years in sales or customer service, or 6 months at First Citizens.
• Preferred: Bachelor's degree and experience in telephone sales or banking.

Responsibilities

• Engaging customers about their financial needs and opening deposit accounts.
• Facilitating awareness of bank services, including digital banking.

Skills

Influence

Sales Outreach

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Bachelor's degree

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:

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

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

1. Proactively engaging customers in conversation about their financial needs
2. Opening deposit accounts and ancillary banking products
3. Facilitating customer awareness and education of bank services, including digital banking capabilities
4. Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
5. Processing transactions and other account servicing requests

Qualifications

High School Diploma or GED and 1 years 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

Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services