Sales & Service Representative (Teller)

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 transactions and customer interactions.
• Complete required training by established deadlines.
• Perform general office management duties to ensure operational efficiency.
• Ensure transaction accuracy and operational efficiency for deposit-taking roles.

Qualifications

• High School Diploma or GED and 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.
• 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.