Float Bank Sales and Service Representative (Teller)

First Citizens Bank • Wilmington, NC

4d

About The Position

The Sales and Service Representative processes transactions and customer service requests in a 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. The role calls for proactive customer engagement, professionalism and empathy, adaptability, teamwork, flexibility, and the ability to work through problems efficiently.

The representative builds collaborative relationships with customers, prospects, and colleagues; asks questions to understand customer needs; and takes prompt action to address them. The role also involves following applicable regulations and bank policies, completing required training, performing assigned office-management duties, and maintaining accurate, efficient deposit transactions where applicable. Frequent driving to other offices or bank customers is required; a bank car is not provided.

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.
• Customer service skills.
• Written and verbal communication skills.
• Ability to engage customers proactively and communicate confidently.
• Professionalism and empathy in customer interactions.
• Ability to learn and adapt quickly to new information and technology.
• Ability to build strong team and cross-functional relationships.
• Ability to handle multiple demands and shift priorities efficiently.
• Ability to process information and move quickly through problem resolution.

Nice To Haves

• Sales experience.

Responsibilities

• Process branch transactions and customer service requests.
• Educate customers about bank capabilities, tools, and resources.
• Identify and refer sales opportunities to appropriate bank partners.
• Build collaborative partnerships with customers, prospects, and colleagues.
• Initiate conversations, listen to customers, and ask questions to understand their needs and preferences.
• Take prompt action to address customers’ immediate needs.
• Seek coaching, support bank initiatives, and use available tools to improve 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.
• Maintain transaction accuracy and operational efficiency for deposit-taking responsibilities, including individual and team performance as applicable.
• Drive frequently to other offices, bank customers, and other locations as needed.

Benefits

• The employer describes a competitive, thoughtfully designed benefits program for associates; details are provided through the referenced benefits website.

What This Job Offers

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