Bank Sales & Service Representative (Teller)

First Citizens Bank•Southern Pines, NC

About The Position

The 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, learns and adapts to new information and technology, builds effective working relationships, handles multiple demands and shifting priorities, and moves efficiently 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.

Nice To Haves

  • Sales experience.

Responsibilities

  • Foster 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 promptly address immediate needs.
  • Seek coaching, support bank initiatives, and use tools to improve performance and activities.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
  • Complete required training by established deadlines.
  • Perform assigned general office management duties to support operational efficiency.
  • Ensure transaction accuracy and operational efficiency for deposit-taking responsibilities; results may include individual and team performance accountability.

Benefits

  • First Citizens Bank describes its benefits program as competitive, thoughtfully designed, and intended to meet associates’ needs; further information is available at https://jobs.firstcitizens.com/benefits.
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