Bank Sales and Service Representative (Teller)

First Citizens Bank • Hope Mills, NC

2d

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 opportunities and referring customers to the appropriate bank partner.

The successful candidate engages customers confidently, provides professional and empathetic service, adapts to new information and technology, builds effective working relationships, manages changing demands, and moves efficiently through problem resolution.

The position also supports service standards and branch operations by understanding customer needs, complying with applicable regulations and bank procedures, completing required training, and carrying out assigned office-management duties. Associates who take 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 proactively and communicate with professionalism and empathy.
• Ability to learn and adapt quickly to new information and technology.
• Ability to build strong team and cross-functional relationships.
• Ability to handle multiple demands and shift priorities efficiently.
• Ability to process information and move quickly through problem resolution.

Nice To Haves

• Sales experience.

Responsibilities

• Process customer transactions and other service requests in the branch.
• Facilitate customer awareness and education of the bank’s capabilities, tools, and resources.
• Identify sales or referral opportunities and refer them to the appropriate bank partner.
• Build collaborative relationships with customers, prospects, colleagues, and cross-functional partners.
• Initiate customer conversations, listen attentively, ask questions to understand needs and preferences, and promptly address immediate needs.
• Seek coaching, support bank initiatives, and use available tools to improve performance.
• Comply with 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.
• Maintain transaction accuracy and operational efficiency for deposit-taking responsibilities.

Benefits

• First Citizens Bank offers a competitive, thoughtfully designed benefits program for associates; details are available at the provided benefits website.

What This Job Offers

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