Home
/
Customer Service
/
Senior Sales & Service Representative (Universal Banker)
Senior Sales & Service Representative (Universal Banker)-March 2024
Roanoke
Mar 9, 2026
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Senior Sales & Service Representative (Universal Banker)

  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:

  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 - 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:

  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

  Qualifications

  High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone sales or bankingSkill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Community Support Specialist for Uber Rides (German Speaker)
About the Role We invest in and believe in providing the highest quality service performed in the most compelling, most efficient way. Community Support Representatives are all about helping and educ
Client Coordinator
Overview Ideal Image is North America’s #1 medical aesthetics brand, making personal aesthetics and wellness services more affordable, accessible, and effective than ever before. Ideal Image provides
On-Site Service Representative (Full Time)
About Grainger: Grainger is a leading broad line distributor with operations primarily in North America, Japan and the United Kingdom. We achieve our purpose, We Keep the World Working®, by serving m
Member Service Representative (Part-Time) - Camp Schwab/Camp Hansen Japan
Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate I
Technical Support Engineer
Splunk is the world's first Data-to-Everything Platform. Now organizations no longer need to worry about where their data is coming from, and they are free to focus on the business outcomes that data
Inbound Call Center Representative
Job Title Inbound Call Center Representative Job Description Patient Services Inbound Representative (Rosemont, IL) Allow your passion for improving lives to shine in this role where you'll be the fi
Client Manager, Navy
Why WWT? Fueled by creativity and ideation, World Wide Technology strives to accelerate our growth and nurture future innovation. From our world class culture, to our generous benefits, to developing
Director, Marketing & Customer Data and Technology
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
横浜で働くカスタマーサポート(Japanese&English)
About Agoda  Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with more than 3.6 million accommoda
Theatre Team Member
Now Hiring Immediately! What We Can Offer You: Every team member deserves the star treatment! Each career comes with a variety of benefits for both hourly and salaried team members. Benefits may vary
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved