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Senior Sales and Service Specialist
2 months ago
Overview:
Are you a customer-focused individual? Become a part of First Citizens Bank and make a significant impact.
As a Senior Sales and Service Specialist at First Citizens Bank, you will play a vital role in enhancing sales and service delivery within the branch.
Your responsibilities will include managing deposit accounts, payment solutions, and digital access products, while also identifying and directing sales opportunities to the appropriate banking partners.
You will adapt to the branch's needs, providing exemplary customer service in both transaction processing and sales roles.The ideal candidate will exhibit:
Influence:
Ability to establish rapport with diverse personalities to achieve positive outcomes.
Sales Initiative:
Self-motivated individual who is disciplined in managing daily outreach activities to meet objectives.
Communication Skills - Interpersonal:
Comfortable and confident in initiating conversations proactively.
Customer Service Skills:
Displays professionalism and empathy in all customer interactions.
Adaptability:
Quick to learn and adjust to new information and technologies.
Team Collaboration:
Aims to build strong working relationships within the team and across functions.
Flexibility:
Capable of managing multiple priorities and readily shifting focus to ensure efficient task completion.
Agility:
Able to process information swiftly and navigate problem resolution effectively.
Key Responsibilities:
The essential functions of this role include, but are not limited to, the following:
Engaging customers proactively to discuss their financial needs.
Opening deposit accounts and related banking products.
Facilitating customer awareness and education regarding bank services, including digital banking options.
Connecting customers with other branch team members or banking partners who can provide tailored solutions for their financial needs.
Processing transactions and handling various account servicing requests.
This position will provide coverage across multiple branches.
Qualifications:
High School Diploma or GED and 1 year 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 N/A and N/A 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.
Preferred Education:
Bachelor's degree.
Preferred Area of Experience:
Telephone sales.
License or Certification Type:
Must possess a valid driver's license. Frequent travel to various locations is required. Bank vehicle not provided.
Required Skill(s):
Application of a structured sales process, financial literacy, and knowledge of retail banking products and services.
