Bank Sales and Service Representative (Teller)

First Citizens Bank • Greenville, NC

1d

About The Position

The Bank Sales and Service Representative (Teller) processes transactions and other customer service requests in a branch. The role helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying and referring sales opportunities to appropriate bank partners.

The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, adapts quickly to new information and technology, builds effective team relationships, handles competing demands, and moves quickly through problem resolution.

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.
• Ability to proactively engage in conversation, demonstrate professionalism and empathy, adapt to new information and technology, build working relationships, manage multiple demands, shift priorities, and move quickly through problem resolution.

Nice To Haves

• Sales experience.

Responsibilities

• Process transactions and other customer service requests in the branch.
• Facilitate customer awareness and education of bank capabilities, tools, and resources.
• Support branch sales efforts by identifying and referring sales opportunities to appropriate bank partners.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities; listen attentively and ask questions to understand customer needs and preferences, then take prompt action to address immediate needs.
• Seek coaching, support bank initiatives, and use tools to optimize performance and enhance activities.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks related to personal interactions, customer transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to support operational efficiency.
• For roles defined to take deposits, maintain transaction accuracy and operational efficiency; results may include individual and team performance accountability.

Benefits

• The company describes its benefits program as competitive, thoughtfully designed, and intended to meet associates’ needs; further information is available at the linked benefits page.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED