Float Sales & Service Representative (Float Teller)

First Citizens Bank•Raleigh, NC

About The Position

The Float Sales & Service Representative (Float Teller) processes transactions and other customer service requests in the branch. The representative facilitates customer awareness and education of bank capabilities, tools, and resources, and supports branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner. This is a float position covering eight branches in Raleigh and one branch in Knightdale. The role requires travel between locations; mileage is reimbursed. A bank car is not provided. The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy in customer interactions, learns and adapts quickly to new information and technology, builds strong working relationships, handles multiple demands and shifting priorities, and moves quickly through problem resolution.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Valid driver's license; frequent driving to other offices, bank customers, and other locations is required.
Skills in branch banking operations, written and verbal communication, transaction processing, building productive relationships, and attention to detail.

Nice To Haves

Experience in sales.

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 act promptly to address immediate needs.
Seek coaching, support Bank initiatives, and use available tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to customer interactions, transactions, and financial exposures.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
For roles taking deposits, ensure transaction accuracy and operational efficiency; results may include individual and team performance accountability.
Process branch transactions and other customer service requests, educate customers about bank capabilities, tools, and resources, and refer sales opportunities to the appropriate bank partner.
Travel to provide coverage at eight Raleigh branches and one Knightdale branch.