Senior Sales & Service Representative (Universal Banker) at First Citizens Bank

Are you a people person? Be a First Citizens person! Join our Beverly 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, build and expand banking relationships through proactive customer outreach and customer service requests, and be responsible for the fulfillment of deposit accounts, payment solutions and digital access products. This position identifies and refers sales opportunities to the appropriate bank partner, and 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: Comfortable and confident with proactively engaging in conversation; Demonstrates professionalism and empathy in customer interactions
• Adaptability: Has the ability to learn and adapt quickly to new information and technology; Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Agility: Able to process information and move quickly through problem resolution

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

• Required: High School Diploma or GED AND 1+ years of experience in Sales; OR 6+ months of experience in a customer support role at First Citizens Bank; OR participation in a First Citizens career development program. A Bachelor's degree would be highly preferred.
• Preferred Skills:
  • Telephone sales
  • Application of a structured sales process
  • Financial literacy
  • Knowledge of retail banking products and services

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.