Universal Banker (Bank Sales And Service Representative Iii)

First Citizens Bank Charlotte , NC 28201

Posted 1 week ago

Position Description:

As one of the largest family-controlled banks in the US, First Citizens Bank promotes a positive collaborative work environment, work life balance, excellent benefits and an opportunity to grow your career.

As a Sales and Service Representative III at First Citizens Bank, you will experience the perfect blend of handling a client's banking needs from sales to service. You will get to help clients with financial transactions as well as establishing new banking relationships.

In this role, you'll receive the training, support and tools you need to build a meaningful career. 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. Apply today and explore what's possible with a career at First Citizens Bank.

What will make you successful in this role?

  • Perform client outreach to expand existing banking relationships. Provide account servicing and maintenance, and assist with problem resolution for clients.

  • Process transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing service and sales related transactions.

  • Have a self-starter approach, the ability to manage your time, and adapt to obstacles without compromising quality.

  • Proactively look for ways to enhance sales and service performance by supporting Bank initiatives and leveraging tools to enhance activities.

  • Use a relationship selling approach in client/prospect interactions. Ensure sales and service activities are aligned to create value for both the client and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.

  • Uncover opportunities to make quality referrals to branch or other business partners.

  • Demonstrate the Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations.

  • Work as a team by maintaining helpful and courteous interactions with others and keep communication lines open.

  • Adhere to all regulations, compliance and Bank policies, procedures and delegated authorities.

  • Manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Position Requirements:

Basic Qualifications:

Bachelor degree with no minimum work experience.

  • or -

High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.

Preferred Skills:

  • Effective customer service and sales skills

  • Proficient computer navigation skills

  • Ability to communicate clearly and effectively with customers and coworkers

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Universal Banker (Bank Sales And Service Representative Iii)

First Citizens Bank