Senior Sales & Service Representative (Universal Banker)

Davita Inc.; Waynesville (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution seeks a Senior Sales & Service Representative to enhance customer relationships and facilitate banking services. The role emphasizes proactive customer engagement, transaction processing, and collaboration with bank partners. Candidates should have sales experience and a strong background in customer service, ideally within retail banking, to thrive in this role.

Qualifications

• 1 year of experience in Sales or customer service; or 6 months at First Citizens Bank.
• Preferred experience in telephone sales.
• Knowledge of retail banking products and services.

Responsibilities

• Proactively engaging customers in conversation about their financial needs.
• Opening deposit accounts and ancillary banking products.
• Facilitating customer awareness of bank services including digital banking.

Skills

Interpersonal Communication

Customer Service

Sales Outreach

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

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

Proactively engaging customers in conversation about their financial needs

Opening deposit accounts and ancillary banking products

Facilitating customer awareness and education of bank services, including digital banking capabilities

Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs

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

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

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.