Jobs · OTHR · North Carolina

Float Bank Sales and Service Representative (Teller)

First Citizens Bank · Clayton, NC · 1 wk ago
On-siteOTHRFull-time

About the Role

A Sales and Service Representative processes transactions and customer service requests in the branch, educates customers on bank capabilities, and supports sales efforts by identifying and referring opportunities.

Responsibilities

  • Foster collaborative partnerships to deliver value for customers, prospects, and colleagues.
  • Initiate conversations to uncover sales or referral opportunities.
  • Listen attentively and ask insightful questions to understand customer needs; take prompt action to address them.
  • Proactively optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools.
  • Comply with all regulations, bank policies, and procedures to manage risk related to interactions, transactions, and financial exposures.
  • Complete required training by established deadlines.
  • Perform general office management duties to ensure operational efficiency.
  • Ensure transaction accuracy and operational efficiency for deposit-related functions (where applicable).

Qualifications

  • High School Diploma or GED.
  • 6 months of customer service experience.

Preferred: Sales experience, financial literacy, and knowledge of retail banking products and services.

Skills

  • Strong interpersonal and communication skills.
  • Professionalism and empathy in customer interactions.
  • Adaptability to new information and technology.
  • Teamwork and relationship-building with colleagues and cross-functional teams.
  • Flexibility to handle multiple demands and shift priorities efficiently.
  • Agility in processing information and resolving problems quickly.

Benefits

First Citizens Bank offers a competitive and thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.

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