Sales & Service Representative (Bank Teller)

First Citizens Bank • Indian Trail, NC

9h

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 of the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to the appropriate bank partner.

The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy, learns and adapts quickly to new information and technology, builds strong team and cross-functional relationships, handles multiple demands and shifting priorities, and moves quickly through problem resolution.

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.

Nice To Haves

• Sales experience.

Responsibilities

• Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences, then promptly address immediate needs.
• Seek coaching, support bank initiatives, and use tools to optimize performance and enhance activities.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks related to personal interactions, customer transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform assigned general office management duties to support operational efficiency.
• For associates in roles defined to take deposits, maintain transaction accuracy and operational efficiency; results may include individual and team performance accountability.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet associates’ needs; details are available at https://jobs.firstcitizens.com/benefits.

What This Job Offers

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