Float Sales & Service Representative (Float Bank Teller)

First Citizens Bank•Asheville, NC

About The Position

The Float Sales & Service Representative processes transactions and other customer service requests in bank branches. The role facilitates customer awareness and education about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner. The position requires frequent driving to other offices and bank customers; employees must have a valid driver’s license, and a bank car is not provided. Gas mileage will be reimbursed. Successful candidates are comfortable initiating conversations, demonstrate professionalism and empathy in customer interactions, learn and adapt quickly to new information and technology, build strong working relationships, handle multiple demands, shift priorities efficiently, and move quickly through problem resolution.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Valid driver's license and ability to drive frequently to other offices and bank customers.
Financial literacy.
Knowledge of retail banking products and services.
Written and verbal communication skills.
Branch banking operations and transaction processing skills.
Ability to build productive relationships, conduct sales outreach, adapt, and work efficiently amid shifting priorities.

Nice To Haves

Experience in sales or banking.
Cash-handling experience.
Teller-line experience.

Responsibilities

Build 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 take prompt action 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 credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform general office management duties as assigned to support operational efficiency.
Maintain transaction accuracy and operational efficiency for deposit-taking duties, with accountability for individual and team performance as applicable.
Process branch transactions and customer service requests, educate customers about bank capabilities and resources, and refer sales opportunities to appropriate bank partners.