Sales and Service Lead
First Citizens Bank•Arlington, VA
•Onsite
About The Position
The Sales and Service Lead position manages the operations for a banking center. It will process teller transactions and other customer service requests, facilitate customer awareness of bank capabilities, tools and resources, and be responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a banking center team.
Requirements
- Bachelor's Degree and any amount of experience in Financial services, customer service or bank operations or branch operations management OR High School Diploma or GED and 2 years of experience in Financial services, customer service or bank operations or branch operations management
- 1+ years of experience in team leadership or supervising
- Strong background in financial literacy
- Knowledge of business lending, deposit and cash management solutions
- 1+ years of experience in Operations management
Responsibilities
- Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
- Initiate conversation to uncover sales or referral opportunities.
- Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
- Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
- Complete required training by established deadlines.
- Perform general office management duties as assigned to ensure operational efficiency.
- Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
- The results may include an accountability for individual contribution as well as team performance.
Benefits
- Competitive, thoughtfully designed and quality benefits program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
