Sales & Service Representative (Teller)

About the role

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. They facilitate customer awareness and education of bank capabilities, tools, and resources. They support the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

Responsibilities

• 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 ways to 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.
• Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.

Qualifications

• A high school diploma or GED.
• 6 months customer service experience.
• Prior sales experience is preferred.
• Knowledge of retail banking products and services is preferred.

Skills

• Financial literacy.
• Knowledge of retail banking products and services.

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Pay

TBD

Schedule

TBD