Sales & Service Representative (Part-Time Teller) - 20 Hours

First Citizens Bank•Charlotte, NC

About The Position

The Sales and Service Representative processes transactions and other 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 sales opportunities to appropriate bank partners. The role calls for confident, proactive communication; professionalism and empathy in customer interactions; adaptability to new information and technology; effective teamwork; flexibility in handling competing demands; and agility in resolving problems. The representative fosters collaborative partnerships and works to understand customer needs by listening attentively, asking insightful questions, and promptly addressing immediate needs. They seek coaching, support bank initiatives, and use available tools to improve performance. The role also requires compliance with applicable regulations, bank policies, procedures, and delegated authorities; completion of required training by established deadlines; and general office management duties as assigned. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, which may include individual and team performance.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Branch banking operations skills.
Written and verbal communication skills.
Transaction processing skills.
Ability to build productive relationships.
Attention to detail.

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 conversations, listen to customers, ask questions to understand their needs, and promptly address immediate needs.
Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
Seek coaching, support bank initiatives, and leverage tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform general office management duties as assigned.
Maintain transaction accuracy and operational efficiency when taking deposits.