Bank Senior Sales and Service Representative (Universal Banker) jobs in United States
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First Citizens Bank · 8 hours ago

Bank Senior Sales and Service Representative (Universal Banker)

First Citizens Bank is seeking a Senior Sales & Service Representative to join their branch team and make a difference. This role involves supporting sales and service delivery, building customer relationships, and fulfilling various banking needs through proactive outreach and excellent customer service.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Sales OutreachFinancial literacyRetail banking knowledgeCustomer Service SkillsCommunication SkillsAgilityAdaptabilityTeamworkFlexibility

Required

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
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
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Preferred

Bachelor's degree
Telephone sales

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase