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Senior Sales & Service Representative (Universal Banker)
full-timeCharlotte$0k - $0k

Summary

Location

Charlotte

Salary

$0k - $0k

Type

full-time

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About this role

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

  • 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

 

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.

Other facts

Tech stack
Sales Outreach,Customer Service,Communication Skills,Adaptability,Teamwork,Flexibility,Agility,Financial Literacy,Retail Banking Knowledge

About First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.

Social Media Terms of Use: https://www.firstcitizens.com/socialterms

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Senior Sales & Service Representative is responsible for achieving sales and service delivery goals while fostering customer relationships through proactive outreach. They also ensure compliance with regulations and manage operational efficiency within the branch.

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Frequently Asked Questions

What does First Citizens Bank pay for a Senior Sales & Service Representative (Universal Banker)?

First Citizens Bank offers a competitive compensation package for the Senior Sales & Service Representative (Universal Banker) role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Senior Sales & Service Representative (Universal Banker) do at First Citizens Bank?

As a Senior Sales & Service Representative (Universal Banker) at First Citizens Bank, you will: the Senior Sales & Service Representative is responsible for achieving sales and service delivery goals while fostering customer relationships through proactive outreach. They also ensure compliance with regulations and manage operational efficiency within the branch..

Why join First Citizens Bank as a Senior Sales & Service Representative (Universal Banker)?

First Citizens Bank is a leading Banking company. The Senior Sales & Service Representative (Universal Banker) role offers competitive compensation.

Is the Senior Sales & Service Representative (Universal Banker) position at First Citizens Bank remote?

The Senior Sales & Service Representative (Universal Banker) position at First Citizens Bank is based in Charlotte, North Carolina, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Sales & Service Representative (Universal Banker) position at First Citizens Bank?

You can apply for the Senior Sales & Service Representative (Universal Banker) position at First Citizens Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about First Citizens Bank on their website.