Bank Sales and Service Representative (Teller)

First Citizens Bank•New Bern, NC

About The Position

The Bank Sales and Service Representative 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 sales opportunities to the appropriate bank partner. The successful candidate proactively engages customers, demonstrates professionalism and empathy, adapts quickly to new information and technology, builds strong team and cross-functional relationships, handles changing demands, and moves efficiently through problem resolution. The role also supports service standards and branch operations. Associates comply with applicable regulations, bank policies, procedures, and delegated authorities; complete required training on time; and perform general office management duties as assigned. Associates in deposit-taking roles 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.

Nice To Haves

Sales experience.

Responsibilities

Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover 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.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
For deposit-taking roles, maintain transaction accuracy and operational efficiency.