Sales & Service Representative (Teller)

First Citizens Bank•Lexington, SC

About The Position

The Sales and Service Representative (Teller) processes transactions and other customer service requests in a branch. The role helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying opportunities and referring customers to appropriate bank partners. The successful candidate is comfortable initiating conversations, communicates professionally and empathetically, adapts quickly to new information and technology, builds effective working relationships, handles competing demands, and moves efficiently through problem resolution. The role fosters collaborative partnerships with customers, prospects, and colleagues; listens and asks questions to understand customer needs; takes prompt action to address immediate needs; and seeks coaching and uses available tools to support performance and bank initiatives. It also involves complying with applicable regulations, policies, procedures, and delegated authorities; completing required training on time; performing assigned office-management duties; and ensuring transaction accuracy and operational efficiency for deposit-taking activities.

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.
  • Ability to engage proactively in conversation, demonstrate professionalism and empathy, adapt to new information and technology, build working relationships, manage multiple demands, and resolve problems efficiently.

Nice To Haves

  • Sales experience.

Responsibilities

  • Build collaborative partnerships that provide value for customers, prospects, and colleagues.
  • Initiate customer conversations to identify sales or referral opportunities.
  • Listen to customers and ask questions to understand their needs and preferences, then take prompt action to address immediate needs.
  • Seek coaching, support bank initiatives, and use 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.
  • Ensure accuracy and operational efficiency when processing deposits and other transactions.

Benefits

  • First Citizens Bank offers a competitive benefits program designed to meet associates’ needs; additional information is available on the company benefits website.
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