Sales & Service Representative (Teller)

First Citizens Bank • Winnsboro, SC

10d

About The Position

The Sales and Service Representative (Teller) processes transactions and other customer service requests in a bank 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 in customer interactions, learns and adapts quickly to new information and technology, builds effective working relationships, handles multiple demands, and moves efficiently through problem resolution.

The role involves fostering collaborative partnerships with customers, prospects, and colleagues; identifying sales or referral opportunities; listening to understand customer needs and taking prompt action; and seeking coaching and using tools to improve performance. It also requires following applicable regulations, bank policies, procedures, and delegated authorities; completing required training on time; and performing assigned office-management duties. Associates who take deposits are accountable for transaction accuracy and operational efficiency, with results potentially reflecting both individual 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.

Nice To Haves

• Experience in sales.
• Cash-handling 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 promptly address immediate needs.
• Seek coaching, support bank initiatives, and use tools to enhance activities and performance.
• Follow regulations, bank policies, procedures, and delegated authorities to manage risk in personal interactions, customer 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 when responsible for taking deposits.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet associates’ needs; further details are available at the linked benefits page.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED