Senior Bank Sales and Service Representative (Universal Banker)
- Hickory, NC
As one of the largest family-controlled banks in the US, FCB promotes a positive collaborative work environment, work life balance, excellent benefits and an opportunity to grow your career.
This position supports sales and service delivery in the branch. Responsible for adapting to the needs of the branch, providing customer service in both a transaction processing and sales role. Builds and expands banking relationships through proactivecustomer outreach and customer service requests. This position is 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.
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 diverselending. 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 businessand 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 financialguidance 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 needsand 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 financialexposures. 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 efficiencyof that function. The results may include an accountability for individual contribution as well as team performance.
High School Diploma or GED with a minimum 3 years experience in sales or customer service.
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