Float Bank Sales and Service Representative (Teller)

First Citizens Bank • Bladenboro, NC

2d

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch, 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 role calls for confident customer engagement, professionalism and empathy, adaptability to new information and technology, teamwork, flexibility in responding to changing priorities, and agility in resolving issues.

The representative fosters collaborative partnerships that deliver value to customers, prospects, and colleagues. They initiate conversations to uncover sales or referral opportunities, listen and ask questions to understand customer needs, and take prompt action to address immediate needs. They also seek coaching, support bank initiatives, and use available tools to improve performance.

The role requires compliance with regulations, bank policies, procedures, and delegated authorities to manage risks related to customer interactions, transactions, and financial exposure. The representative completes required training by established deadlines and performs assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially measured individually and as part of the team. The position requires a valid driver's license and frequent driving to other offices or bank customers; a bank car is not provided.

Requirements

• High school diploma or GED.
• At least 6 months of customer service experience.
• Valid driver's license.
• Financial literacy.
• Knowledge of retail banking products and services.
• Customer service skills.
• Written and verbal communication skills.
• Ability to engage in conversation confidently and proactively.
• 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 working 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 branch transactions and other customer service requests.
• Facilitate customer awareness and education about the bank’s capabilities, tools, and resources.
• Identify sales opportunities and refer them to the appropriate bank partner.
• Build collaborative partnerships with customers, prospects, and colleagues.
• Initiate customer conversations, listen to understand needs, and take prompt action on immediate requests.
• Seek coaching, support bank initiatives, and use tools to improve performance.
• Comply with applicable regulations, bank policies, procedures, and delegated authorities to manage risk.
• Complete required training by established deadlines.
• Perform assigned general office-management duties.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.
• Drive frequently to other offices and bank customers.

Benefits

• The posting states that First Citizens Bank provides a competitive benefits program designed to meet associates’ needs; specific benefits are not listed.

What This Job Offers

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