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Sales and Service Representative/Universal Banker Job
First Citizens Bank | Burnsville, North Carolina
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Job Description

Sales and Service Representative/Universal Banker
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Job ID #: 29066
Location: NC-Burnsville
Functional Area: Branch Retail - Sales
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 2 years
Days and Hours: 8:15-5:15 Mon-Thurs, Fri 8:15-6:15
Physical Address: 123 Reservoir Rd. Burnsville, NC 28714
Department Name: Burnsville Branch

Position Description

The Sales & Service Representative III handle basic to complex service and maintenance; open deposit accounts; deliver access products and services; loan products sold are credit card and checkline reserve; identify referrals for branch and specialty partner sales; backs up teller line as needed. Used in branches when minimal additional sales support is needed.

Principal Accountabilities:

Sales & Service - Relationship Expansion:
Develop and implement a customer outreach plan for retaining relationships and sourcing new business through the existing portfolio.

Use a needs based, customer centric selling approach to create value for both the customer and the bank.

Regularly create value added conversations with customers in servicing interactions to uncover opportunities to expand or retain a relationship.

Engage partners as appropriate to fulfill the needs of the customer.

Risk Mitigation:
Adhere to all regulations and Bank policies, procedures and delegated authorities.

Manage credit, operational, reputational, regulatory and legal risks related to personal interactions, customer transactions and financial exposures.

Act as a first line of defense in the identification of risk.

Complete required training and any Continuing Education by established deadlines.


Position Requirements

Basic Qualifications:
Bachelor degree with no minimum work experience.
- or -
Associate degree with a minimum of 6 months experience in a sales or customer service representative role.
- or -
High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.

Preferred Qualifications:
Bi-lingual preferred but not required

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.