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Bank Sales and Operations Service Lead

Company: First Citizens Bank & Trust Company
Location: Seattle
Posted on: January 17, 2020

Job Description:

SunIRef:Sales:title Bank Sales and Operations Service Lead First Citizens Bank & Trust Company 987 reviews - Seattle, WA 98101 First Citizens Bank & Trust Company 987 reviews Read what people are saying about working here. Position Description: As one of the largest family-controlled banks in the US, First Citizens Bank promotes a positive collaborative work environment, work life balance, excellent benefits and an opportunity to grow your career. As a Sales and Service Lead you will Manage banking center operations; teller transactions; basic to complex service and maintenance; deliver access products and services; identify referrals for banking center and specialty partner sales; provide sales support. Accountabilities: Service & Sales Referrals: ?Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established. ?Ensures service and referral activities are aligned to create value for both the customer and the bank. ?Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship. ?Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners. ?Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments. ?Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities. Operations and Administration: ?Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution. ?Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities. ?Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions. ?Performs general office management duties as assigned. ?Completes required training by established deadlines. This is a cashless banking office. Position Requirements: Basic Qualifications: High school diploma or GED with a minimum of 2 years experience in financial services, customer service and bank operations. Additional Requirements: Considerable knowledge of consumer and business deposit risk management issues. Strong oral and written communication skills Must have a good understanding of bank operations as you are responsible for the operations of the Seattle banking office. The office is only open on Tuesdays from 10-12 or by appointment so although it is cashless, it is important that they would be able to handle deposits, cashier checks, wires etc. Customer Service oriented as you will reach out to top clients. First Citizens Bank & Trust Company - Just posted report job - original job

Keywords: First Citizens Bank & Trust Company, Seattle , Bank Sales and Operations Service Lead, Sales , Seattle, Washington

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