Float Sales & Service Representative

First Citizens Bank•Woodruff, SC

4d•Onsite

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 sales opportunities to the appropriate bank partner. This float position provides coverage between the Woodruff and Landrum branches, with occasional coverage at the Columbus branch. Mileage for required travel is reimbursed. The role calls for confident, proactive communication; professional and empathetic customer service; adaptability to new information and technology; strong teamwork; flexibility in managing changing demands; and agility in processing information and resolving problems. Associates are expected to foster collaborative relationships, understand and address customer needs, follow applicable regulations and bank procedures, complete required training, and support efficient branch operations.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Branch banking operations knowledge or skills.
Written and verbal communication skills.
Transaction processing skills.
Ability to build productive relationships.
Attention to detail.
Professionalism and empathy in customer interactions.
Ability to adapt quickly to new information and technology, handle multiple demands, and shift priorities efficiently.

Responsibilities

Process branch transactions and other customer service requests.
Facilitate customer awareness and education about bank capabilities, tools, and resources.
Identify sales or referral opportunities and refer them to the appropriate bank partner.
Initiate customer conversations, listen attentively, ask questions to understand customer needs and preferences, and take prompt action to address immediate needs.
Build collaborative partnerships with customers, prospects, colleagues, and cross-functional partners.
Seek coaching, support bank initiatives, and use tools to improve 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 responsible for taking deposits.
Travel routinely between the Woodruff and Landrum branches and occasionally to the Columbus branch; mileage is reimbursed.