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Senior Float Sales & Service Representative - North Cluster (Floating Universal Banker)

Company: First Citizens Bank
Location: Clayton
Posted on: May 15, 2024

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 This is a float position and will require travel to provide coverage to branches in the North Triangle Cluster. Mileage will be reimbursed. Must possess a valid driver's license as position requires frequent driving to other offices. 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 This position will provide coverage for multiple branches. 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
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Keywords: First Citizens Bank, Raleigh , Senior Float Sales & Service Representative - North Cluster (Floating Universal Banker), Sales , Clayton, North Carolina

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