Sales & Service Representative (Universal Banker)

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.

This full-time Sales and Service Representative position 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
• 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:

• Engaging customers in conversation to understand their banking needs and preferences
• Processing transactions accurately and efficiently
• Providing assistance with account servicing needs
• 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

Qualifications

• Basic Qualifications: High School Diploma or GED and 6 months of customer service experience
  
  
• Required Skills and Experience:
  • 1+ years recent experience in a sale-based position
  • Strong critical thinking skills with an ability to provide solutions for the clients' financial needs
  • Professional communication skills, both written and verbal

• Preferred Skills and Experiences:
  • 1+ years in a retail banking environment is highly preferred
  • 1+ years of recent experience in a cash-handling role
  • A strong ability to mitigate risk
  • Working knowledge of Microsoft Office

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits. #LI-KL1