Float Sales & Service Representative (Float Teller)

First Citizens Bank • Raleigh, NC

4d

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 the appropriate bank partner. This is a float position providing coverage at eight branches in Raleigh and one in Knightdale. Frequent travel is required, and mileage is reimbursed. A bank car is not provided.

The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, learns and adapts quickly to information and technology, builds strong working relationships, handles multiple demands, shifts priorities efficiently, and moves quickly through problem resolution.

Requirements

• High school diploma or GED.
• At least 6 months of customer service experience.
• Valid driver's license; the position requires frequent driving to other offices, bank customers, and other locations.
• Branch banking operations skills.
• Written and verbal communication skills.
• Transaction processing skills.
• Ability to build productive relationships.
• Attention to detail.

Responsibilities

• Process branch transactions and other customer service requests.
• Facilitate customer awareness and education of the bank’s capabilities, tools, and resources.
• Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand customer needs, and take prompt action to address immediate needs.
• Seek coaching, support bank initiatives, and leverage 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.
• Maintain transaction accuracy and operational efficiency when taking deposits; accountability may include individual contribution and team performance.
• Travel frequently to provide coverage at branches in Raleigh and Knightdale.

Benefits

• Mileage reimbursement.
• Competitive benefits program.

What This Job Offers

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