Universal Banker: Sales & Service Specialist

First Citizens Bank; Tampa (FL); On-site; USD 28,000 - 36,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process transactions and handle customer requests in-branch. You will educate customers on bank tools and services and support the team by identifying and referring sales opportunities to the appropriate partners.

The role emphasizes strong communication, dependable service, and the ability to adapt to changing priorities while maintaining accuracy in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• 6 months customer service experience required.
• 1+ years banking experience preferred (teller/universal banker).
• Experience with high-volume cash handling (USD).
• Previous sales experience; strong ability to make referrals.
• Attention to scheduling appointments with business partners.

Responsibilities

• Initiate conversations to uncover sales or referral opportunities and guide customers to the right bank partners.
• Comply with regulations, policies, and procedures to manage risk and maintain accuracy in transactions.
• Support branch sales efforts by promoting bank capabilities and facilitating referrals.

Skills

Communication

Customer Service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to process transactions and handle customer requests in-branch. You will educate customers on bank tools and services and support the team by identifying and referring sales opportunities to the appropriate partners.

The role emphasizes strong communication, dependable service, and the ability to adapt to changing priorities while maintaining accuracy in a fast-paced environment.