Sales & Service Representative (Bank Teller)

First Citizens Bank • Reidsville, NC

2d

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch. 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 successful candidate is comfortable initiating conversations, communicates professionally and empathetically, learns and adapts quickly to new information and technology, and builds strong working relationships. The role also requires flexibility to manage multiple demands and shift priorities, along with agility in processing information and resolving problems.

The position fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. It involves learning about customer needs through attentive listening and insightful questions, addressing immediate needs promptly, and seeking coaching and using available tools to improve performance. The representative must comply with regulations, bank policies, procedures, and delegated authorities; complete required training by established deadlines; and perform assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially measured through individual contribution and team performance.

Requirements

• High school diploma or GED.
• At least 6 months of customer service experience.
• Financial literacy.
• Knowledge of retail banking products and services.
• Branch banking operations knowledge.
• Written and verbal communication skills.
• Transaction-processing skills.
• Ability to build productive relationships.
• Attention to detail.
• Ability to proactively engage in conversation, demonstrate professionalism and empathy, learn and adapt quickly, handle multiple demands, shift priorities, and move quickly through problem resolution.

Nice To Haves

• Experience in sales.
• Cash-handling experience.
• In-person customer service experience.

Responsibilities

• Process transactions and other customer service requests in the branch.
• Facilitate customer awareness and education about bank capabilities, tools, and resources.
• Identify and refer sales opportunities to the appropriate bank partner.
• Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively, ask questions to understand customer needs and preferences, and promptly address immediate needs.
• Seek coaching, support bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to customer interactions, transactions, and financial exposures.
• 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, with accountability for individual and team performance as applicable.

Benefits

• First Citizens Bank offers a competitive, thoughtfully designed benefits program for associates; details are available at the benefits website provided in the posting.

What This Job Offers

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