Float Sales & Service Representative (Float Teller)

First Citizens Bank•Apex, NC

About The Position

The Sales and Service Representative processes transactions and other customer service requests in the branch, helps customers understand the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to appropriate bank partners. This float role provides coverage across two branches in Cary and one branch each in Apex, Raleigh, Garner, and Fuquay-Varina. Frequent travel to other offices and bank customers is required; a bank car is not provided, and mileage is reimbursed. The role calls for confident, proactive communication; professionalism and empathy in customer interactions; the ability to learn and adapt to new information and technology; strong teamwork; flexibility in handling shifting priorities; and agility in processing information and resolving problems. The representative builds collaborative relationships with customers, prospects, and colleagues; initiates conversations to identify sales or referral opportunities; listens and asks questions to understand customer needs; and takes prompt action to address them. The representative also seeks coaching, supports bank initiatives, and uses available tools to improve performance. Operational responsibilities include following regulations, policies, procedures, and delegated authorities; completing required training on time; performing assigned office-management duties; and ensuring accuracy and efficiency when handling deposits.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Valid driver's license.
Ability to travel frequently to other offices and bank customers; no bank car is provided.
Branch banking operations skills.
Written and verbal communication skills.
Transaction-processing skills.
Ability to build productive relationships.
Attention to detail.

Responsibilities

Process transactions and other customer service requests in the branch.
Facilitate customer awareness and education of bank capabilities, tools, and resources.
Identify and refer sales opportunities to appropriate bank partners.
Provide float coverage at branches in Cary, Apex, Raleigh, Garner, and Fuquay-Varina.
Build collaborative partnerships with customers, prospects, and colleagues.
Initiate conversations, listen to customers, ask questions to understand their needs, and act promptly to address them.
Seek coaching, support bank initiatives, and leverage tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform general office-management duties as assigned.
Maintain transaction accuracy and operational efficiency when handling deposits.