Float Sales & Service Representative (Floating Teller)

First Citizens Bank • Columbia, SC

101d

About The Position

The Float Sales & Service Representative (Floating Teller) processes transactions and other customer service requests in bank branches. The role helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying opportunities and referring them to the appropriate bank partner. The representative works across offices and must be able to travel frequently to other offices and bank customers; a bank car is not provided.

The successful candidate is comfortable proactively engaging customers, communicates professionally and empathetically, learns and adapts quickly to information and technology, builds strong team and cross-functional relationships, shifts priorities to handle multiple demands, and processes information quickly to resolve problems.

Responsibilities include fostering collaborative relationships with customers, prospects, and colleagues; uncovering sales or referral opportunities through conversation; listening to understand customer needs and taking prompt action; and improving performance through coaching, bank initiatives, and available tools. The representative also follows regulations, policies, procedures, and delegated authorities to manage risk; completes required training on time; performs assigned office-management duties; and, when responsible for deposits, ensures transaction accuracy and operational efficiency.

Requirements

• High school diploma or GED.
• At least 6 months of customer-service experience.
• Valid driver's license; frequent driving to other offices and bank customers is required, and a bank car is not provided.
• Financial literacy.
• Knowledge of retail banking products and services.
• Strong interpersonal communication, customer-service, adaptability, teamwork, flexibility, and problem-resolution skills.

Nice To Haves

• Sales experience.

Responsibilities

• Process transactions and other customer service requests in the branch.
• Facilitate customer awareness and education of bank capabilities, tools, and resources.
• Identify sales opportunities and refer them to the appropriate bank partner.
• Build collaborative partnerships with customers, prospects, and colleagues.
• Initiate conversations, listen to customer needs, ask questions, and take prompt action to address immediate needs.
• Seek coaching, support bank initiatives, and use tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
• Complete required training by established deadlines.
• Perform assigned general office-management duties to support operational efficiency.
• Ensure accuracy and operational efficiency when responsible for taking deposits.
• Travel frequently to other offices and bank customers.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet associates’ needs; further details are available through the company benefits page.

What This Job Offers

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