Senior Sales & Service Representative (Universal Banker)

Silicon Valley Bank

  • Jupiter, FL
  • Permanent
  • Full-time
  • 1 month ago
Job Description:OverviewAre 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 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
ResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requests
QualificationsHigh 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 programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone sales, banking experience
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Silicon Valley Bank