Sales & Service Representative (Bank Teller)

First Citizens Bank•Statesville, NC

About The Position

The Sales and Service Representative 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 sales opportunities to the appropriate bank partner. The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, learns and adapts quickly, builds strong relationships, handles multiple demands, and moves efficiently through problem resolution. The position fosters collaborative relationships that provide value to customers, prospects, and colleagues. It involves understanding customer needs, addressing immediate requests, seeking coaching, supporting bank initiatives, and using tools to improve performance. The representative also follows applicable regulations, policies, procedures, and delegated authorities; completes required training on time; and performs 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 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.
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

Process branch transactions and other customer service requests.
Help customers understand bank capabilities, tools, and resources.
Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
Initiate conversations to uncover sales or referral opportunities.
Listen attentively and ask questions to understand customer needs and preferences, then promptly address immediate needs.
Build collaborative partnerships with customers, prospects, and colleagues.
Seek coaching, support bank initiatives, and use tools to optimize 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.
For roles responsible for taking deposits, ensure transaction accuracy and operational efficiency.