Jobs · Finance · South Carolina

Sales & Service Representative (Teller)

First Citizens Bank · North Charleston, SC · 1 wk ago
On-siteFinanceFull-time

About the Role

Join our branch team as a Sales and Service Representative and make a difference by processing transactions and customer service requests. You’ll facilitate customer awareness and education of bank capabilities, tools, and resources while supporting the sales efforts of the branch team by identifying and referring sales opportunities.

Responsibilities

  • Foster collaborative partnerships that 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 and preferences; take prompt actions to address immediate needs.
  • Proactively optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools to enhance activities.
  • 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.
  • For roles involving deposits: ensure transaction accuracy and operational efficiency, contributing to both individual and team performance.

Qualifications

  • High School Diploma or GED.
  • 6 months of customer service experience.
  • Preferred experience in sales.
  • Financial literacy and knowledge of retail banking products and services.

Skills

  • Strong interpersonal and communication skills, with comfort in proactively engaging in conversation.
  • Professionalism and empathy in customer interactions.
  • Adaptability to learn and adjust quickly to new information and technology.
  • Ability to build strong working relationships within and across 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 as part of total rewards. More information can be found at https://jobs.firstcitizens.com/benefits.

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