Senior Sales Representative

4 weeks ago


Beverly Hills, California, United States First Citizens Bank Full time
Job Summary

As a Senior Sales & Service Representative at First Citizens Bank, you will play a key role in supporting sales and service delivery in the branch. Your primary responsibility will be to build and expand banking relationships through proactive customer outreach and customer service requests. You will be responsible for the fulfillment of deposit accounts, payment solutions, and digital access products. This position requires you to identify and refer sales opportunities to the appropriate bank partner and adapt to the needs of the branch, providing customer service in both a transaction processing and sales role.

Key Responsibilities

Proactively engage customers in conversation about their financial needs
Open deposit accounts and ancillary banking products
Facilitate customer awareness and education of bank services, including digital banking capabilities
Introduce customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Process transactions and other account servicing requests

Requirements

High School Diploma or GED
1+ years of experience in Sales; or 6+ months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. A Bachelor's degree would be highly preferred.

Preferred Skills

Telephone sales
Application of a structured sales process
Financial literacy
Knowledge of retail banking products and services

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