• Bank Sales & Service Representative (Universal Banker) - Winter Park, FL

  • Posted: 12/20/2021

    Apply Here: First Citizens Careers

    Winter Park, FL


    Job Description

    Overview
    Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

    The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. 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

    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

    Agility: Able to process information and move quickly through problem resolution


    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
    High School Diploma or GED and 6 months customer service experience

    Preferred Area of Experience: Sales

    Skill(s): Financial literacy, Knowledge of retail banking products and services