Bank Sales and Service Representative (Teller)

First Citizens Bank • Clinton, 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 learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to the appropriate bank partner.

The successful candidate engages customers proactively, communicates with professionalism and empathy, adapts quickly to new information and technology, builds strong team and cross-functional relationships, manages shifting priorities, and processes information quickly to resolve problems.

The role includes delivering customer service, identifying needs and referral opportunities, complying with applicable regulations and bank policies, completing required training, and performing assigned office management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency.

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 engage customers in conversation, demonstrate professionalism and empathy, adapt to new information and technology, work collaboratively, manage multiple demands, and move quickly through problem resolution.

Nice To Haves

• Sales experience.

Responsibilities

• Foster 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 promptly address immediate needs.
• Seek coaching, support bank initiatives, and use tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk associated with customer interactions, transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform assigned general office management duties to support operational efficiency.
• Ensure accuracy and operational efficiency when responsible for taking deposits.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet associates’ needs; further details are available at the benefits website.

What This Job Offers

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