Sales & Service Representative (Bank Teller)

First Citizens Bank•Morganton, NC

About The Position

The Sales and Service Representative (Bank 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 opportunities and referring customers to the appropriate bank partner. The position calls for proactive, confident communication; professional and empathetic customer service; adaptability to new information and technology; effective teamwork; flexibility in managing shifting demands; and agility in processing information and resolving problems. The representative builds collaborative relationships with customers, prospects, and colleagues; asks questions to understand customer needs; and acts promptly to address those needs. The role also involves following regulations and bank procedures, completing required training, and performing assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially assessed individually and as part of the team.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Financial literacy.
Knowledge of retail banking products and services.
Knowledge of branch banking operations.
Written and verbal communication skills.
Transaction-processing skills.
Ability to build productive relationships.
Attention to detail.

Nice To Haves

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

Responsibilities

Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to identify sales or referral opportunities.
Listen to customers, ask questions to understand their needs and preferences, and promptly address 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 in customer interactions, transactions, and financial exposures.
Complete required training by established deadlines.
Perform assigned general office-management duties to support operational efficiency.
Process transactions accurately and efficiently, including deposits where applicable.