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First Citizens Bank
Float Bank Senior Sales and Service Representative (Universal Banker)
Career Insights for Financial Services Representative
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Scorecard
Based on North Carolina data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,608 / year median in North Carolina
-5% projected decline
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:
Communication Skills•
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 resultsSales 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 conversationCustomer Service Skills:
Demonstrates professionalism and empathy in customer interactionsAdaptability:
Has the ability to learn and adapt quickly to new information and technologyTeamwork:
Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility:
Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility:
Able to process information and move quickly through problem resolution. Responsibilities & Qualifications Sales- Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
- Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
- Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Position Specific Skills:
- Application of a structured sales process.
- Financial literacy.
- Knowledge of retail banking products and services.