Senior Sales & Service Representative (Universal Banker)

Responsibilities

• Achieve individual and team financial, production, and relationship results relative to assigned metrics and goals.
• Engage with customers, prospects, and referral sources through proactive outreach and community involvement.
• Foster collaborative partnerships by listening to customer needs and uncovering sales or referral opportunities.
• Manage the fulfillment of deposit accounts, payment solutions, and digital access products.
• Comply with all regulations, bank policies, and procedures to manage operational and regulatory risk.
• Ensure transaction accuracy and operational efficiency while performing general office management duties.

Requirements

• High School Diploma or GED.
• 1 year of experience in sales or customer service.
• Financial literacy.
• Knowledge of retail banking products and services.

Preferred Qualifications

• Bachelor's degree.
• Experience in telephone sales or banking.
• Experience applying a structured sales process.

Benefits

• First Citizens Bank provides a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates.

About the Company

First Citizens Bank is a leading financial institution dedicated to building banking relationships through proactive service and community commitment. We strive to create value for our customers and colleagues through professional, empathetic, and agile service.