About The Position

The Bank Sales and Service Representative processes transactions and other customer service requests in a branch. The role facilitates customer awareness and education about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy with customers, adapts quickly to new information and technology, builds effective working relationships, manages multiple demands and shifting priorities, and moves efficiently through problem resolution. The position also supports customer service standards, branch operations, and administration. Associates authorized to take deposits are accountable for transaction accuracy and operational efficiency, which may include individual and team performance.

Requirements

  • High school diploma or GED.
  • At least 6 months of customer service experience.
  • Financial literacy.
  • Knowledge of retail banking products and services.
  • Customer service skills.
  • Written and verbal communication skills.

Nice To Haves

  • Sales experience.

Responsibilities

  • Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiate conversations to identify sales or referral opportunities.
  • Listen to customers, ask questions to understand their needs and preferences, and take prompt action to address immediate needs.
  • Seek coaching, support bank initiatives, and use tools to improve performance.
  • Comply with applicable regulations, bank policies, procedures, and delegated authorities to manage risk.
  • Complete required training by established deadlines.
  • Perform assigned general office management duties to support operational efficiency.
  • For roles authorized to take deposits, ensure transaction accuracy and operational efficiency, with accountability for individual contribution and potentially team performance.

Benefits

  • The description states that First Citizens Bank offers a competitive, thoughtfully designed benefits program, with details available on its benefits website.
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