Sales & Service Representative (Teller)

First Citizens Bank•Irmo, 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 and referring opportunities to the appropriate bank partner. The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy, learns and adapts to new information and technology, builds effective working relationships, handles multiple demands and shifting priorities, and moves efficiently through problem resolution. The position also supports service standards and branch operations. It involves understanding customer needs, taking prompt action, complying with applicable regulations and bank policies, completing required training, and performing assigned office management duties. Associates responsible for deposits are accountable for transaction accuracy and operational efficiency.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Financial literacy.
Knowledge of retail banking products and services.
Transaction processing skills.
Customer service skills.
Written and verbal communication skills.

Nice To Haves

Experience in sales.

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 and ask questions to understand customer 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 risks 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.