Bank Sales and Service Representative (Teller)

First Citizens Bank • Dunn, 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 the appropriate bank partner.

The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, learns and adapts to new information and technology, builds collaborative working relationships, handles shifting priorities, and moves quickly through problem resolution.

Responsibilities include providing attentive service, identifying customer needs and sales or referral opportunities, complying with regulations and bank policies, completing required training, and performing assigned office management duties. Associates authorized to accept 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.
• Interpersonal communication skills and confidence proactively engaging in conversation.
• Professionalism and empathy in customer interactions.
• Ability to learn and adapt quickly to new information and technology.
• Ability to build strong team and cross-functional relationships.
• Flexibility to handle multiple demands and shift priorities efficiently.
• Ability to process information and move quickly through problem resolution.

Nice To Haves

• Sales experience.

Responsibilities

• Build collaborative relationships 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 improve performance.
• Comply with applicable regulations, bank policies, procedures, and delegated authorities to manage risk in customer interactions, transactions, and financial exposures.
• 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; accountability may cover individual contributions and team performance.

Benefits

• First Citizens Bank offers a competitive, thoughtfully designed benefits program for associates; details are available at https://jobs.firstcitizens.com/benefits.

What This Job Offers

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