Bank Sales & Service Representative (Teller)

First Citizens Bank•Wilmington, NC

About The Position

The Sales and Service Representative 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 with customers, adapts quickly to new information and technology, builds effective team relationships, handles competing demands, and moves efficiently through problem resolution. The position also involves following regulations, bank policies, procedures, and delegated authorities to manage risk; completing required training by established deadlines; and performing assigned office-management duties. Associates designated to take deposits are accountable for transaction accuracy and operational efficiency, with results potentially measured through individual contribution 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.
Ability to engage proactively in conversation and demonstrate professionalism and empathy in customer interactions.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong working relationships with teammates and cross-functional partners.
Ability to manage multiple demands and shift priorities efficiently.
Ability to process information and move quickly through problem resolution.

Nice To Haves

Sales experience.

Responsibilities

Process branch transactions and other customer service requests.
Facilitate customer awareness and education about bank capabilities, tools, and resources.
Identify and refer sales opportunities to the appropriate bank partner.
Initiate conversations to uncover sales or referral opportunities; listen attentively and ask questions to understand customer needs and preferences.
Take prompt action to address customers’ immediate needs.
Seek coaching, support bank initiatives, and use tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks related to interactions, transactions, and financial exposures.
Complete required training by established deadlines.
Perform general office-management duties as assigned to support operational efficiency.
For associates designated to take deposits, ensure transaction accuracy and operational efficiency.