Sales & Service Representative (Universal Banker), Vienna
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Vienna, USA
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Posted: a week ago
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Job Title
Sales and Service Representative
Job Description
At First Citizens Bank, together we become better.
We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch.
The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
The successful candidate will demonstrate:
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist
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
Responsibilities include:
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 way 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.
Qualifications include:
Basic Qualifications:
High School Diploma or GED
6 months customer service experience
Additional Required Skills and Experiences:
1+ year of recent, USD cash-handling experience
Proven ability to meet sales metrics or referral goals
Team player mentality - this role will work in tandem with many banking partners
Strong, professional written and verbal communication skills
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Company nameFirst Citizens Bancshares
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Job positionSales & Service Representative (Universal Banker)
Sales & Service Representative (Universal Banker) has been posted in the Reston Accounting, Financing & Banking category on Locanto.
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