At a Glance
- Tasks: Engage with customers, drive sales, and provide top-notch service across multiple branches.
- Company: Join First Citizens Bank, a community-focused financial institution.
- Benefits: Competitive pay, mileage reimbursement, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth and community engagement.
- Why this job: Make a real difference in people's lives while building valuable banking relationships.
- Qualifications: High school diploma and experience in sales or customer service required.
The predicted salary is between 33750 - 41250 £ per year.
Are 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. Build and expand 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 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.
This is a float position and will require travel to provide coverage to 3 branches in Summerville, 2 in N. Charleston, 1 in Moncks Corner, and 1 in St. George. Mileage will be reimbursed.
Responsibilities & Qualifications:
Duties & Responsibilities:
- Sales: Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills:
- Communication (Written and Verbal)
- Transaction Processing
- Branch Banking Operations
- Builds Productive Relationships
- Customer Service Skills
- Sales Outreach
Qualifications:
Minimum Required Education and Experience: High School Diploma or GED and 1 year 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. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Mileage will be reimbursed.
Additional Information: Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Senior Float Sales & Service Representative (Float Universal Banker) employer: First Citizens Bank
First Citizens Bank is an exceptional employer that prioritises employee development and a collaborative work culture. Located in the UK, we offer competitive benefits, ongoing training opportunities, and a supportive environment where your contributions are valued, making it an ideal place for those seeking a rewarding career in banking.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Float Sales & Service Representative (Float Universal Banker)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Citizens Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Float Sales & Service Representative (Float Universal Banker)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to First Citizens Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on First Citizens Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at First Citizens Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with First Citizens Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at First Citizens Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former First Citizens Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
