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Sales & Service Representative (Universal Banker)

Sales & Service Representative (Universal Banker)

First Citizens BankJupiter, FL, US
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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

    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

  • Required : High School Diploma or GED and 6 months customer service experience
  • Preferred
  • 5+ years in banking is highly preferred, ideally in a Teller or Universal Banker role

  • Bilingual (English / Spanish) is preferred
  • Financial literacy, Knowledge of retail banking products and services
  • Previous sales experience
  • Working knowledge of Microsoft Office Suite
  • Professional communication skills, both written and verbal
  • 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

    Company Description :

    Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

    First Citizens Bank. Forever First®. Member FDIC.

    Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

    If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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    Universal Banker • Jupiter, FL, US

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