Sales & Service Representative (Universal Banker)

Job summary

The Sales & Service Representative processes customer transactions and provides education on bank tools and resources. They also support branch sales efforts by identifying client needs and making appropriate referrals to bank partners.

Job details

Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist 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 Responsibilities & Qualifications Duties & Responsibilities: 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 & 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 & Experiences: Basic Qualifications: High School Diploma or GED 6 months customer service experience Additional Skills and Experiences: 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker 1+ years of recent, high volume cash-handling ($USD) Previous sales experience 👉👉 Bilingual applicants (English/Spanish) are encouraged to apply! 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. #LI-KL1

What you’ll do

The Sales & Service Representative processes customer transactions and provides education on bank tools and resources. They also support branch sales efforts by identifying client needs and making appropriate referrals to bank partners.

Requirements

Candidates must have a High School Diploma or GED and at least 6 months of customer service experience. Preferred qualifications include over one year of banking experience and high-volume cash-handling experience.

Benefits

• Competitive benefits program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• adaptability · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Cash handling · Preferred
• Sales · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Sales
• Cash handling
• Communication
• Interpersonal skills
• Banking operations
• Adaptability
• Teamwork
• Financial transaction processing
• Problem solving
• Attention to detail
• Professionalism
• Empathy
• Time management
• Operations
• Team Performance Management
• Coaching
• Accountability
• Customer Service
• Office Management
• Sales Prospecting
• Operational Efficiency
• Cash Handling
• Service Standards
• Multilingualism
• Bilingual (Spanish/English)
• Banking

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Universal Banker
• Personal Banker
• Bank Tellers and Related Clerks
• Securities, Commodities, and Financial Services Sales Agents