Sales & Service Representative (Teller)

First Citizens Bank • Columbia, SC

9d

About The Position

The Sales and Service Representative (Teller) processes transactions and other customer service requests in a branch. The role helps customers learn 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 proactively engaging in conversation, demonstrates professionalism and empathy, and can learn and adapt quickly to new information and technology. The role also requires building strong team and cross-functional relationships, handling multiple demands and shifting priorities efficiently, and processing information quickly to resolve problems.

The position includes fostering collaborative partnerships, identifying customer needs through attentive listening and insightful questions, addressing immediate needs promptly, and seeking coaching and using available tools to improve performance. It also involves complying with regulations and bank policies and procedures, completing required training by deadlines, and performing assigned office-management duties. Associates responsible for deposits are accountable for transaction accuracy and operational efficiency, with results potentially reflecting both 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.
• Customer service skills.
• Transaction-processing skills.
• Written and verbal communication skills.
• Interpersonal communication skills and confidence proactively engaging in conversation.
• Professionalism and empathy in customer interactions.
• Ability to learn and adapt quickly to new information and technology.
• Ability to build strong working and cross-functional relationships.
• Ability to handle multiple demands, shift priorities, and resolve problems efficiently.

Nice To Haves

• Sales experience.

Responsibilities

• Process transactions and other customer service requests in the branch.
• Facilitate customer awareness and education of bank capabilities, tools, and resources.
• Identify and refer sales opportunities to the appropriate bank partner.
• Build 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 take prompt action to 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.
• Complete required training by established deadlines.
• Perform assigned general office-management duties to support operational efficiency.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• The employer states that it offers a competitive benefits program designed to meet associates’ needs; specific benefits are not listed in the posting. This information is 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