About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch, helps customers understand the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring opportunities to appropriate bank partners. The role calls for proactive communication, professional and empathetic customer service, adaptability, teamwork, flexibility, and agility in resolving issues. The representative builds productive relationships with customers, prospects, and colleagues; asks questions to understand customer needs; addresses immediate needs promptly; and looks for ways to improve performance through coaching, bank initiatives, and available tools. The position 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 reflecting both individual and team performance.

Requirements

  • High school diploma or GED.
  • At least 6 months of customer-service experience.
  • Branch banking operations skills.
  • Written and verbal communication skills.
  • Transaction-processing skills.
  • Ability to build productive relationships.
  • Attention to detail.
  • Professionalism and empathy in customer interactions.
  • Ability to adapt to new information and technology, manage multiple demands, and shift priorities efficiently.

Nice To Haves

  • Sales experience.

Responsibilities

  • Process branch transactions and other customer service requests.
  • Facilitate customer awareness and education about bank capabilities, tools, and resources.
  • Identify sales or referral opportunities and refer them to the appropriate bank partner.
  • Build collaborative relationships with customers, prospects, colleagues, and cross-functional partners.
  • Listen to customers, ask questions to understand their needs and preferences, and promptly address immediate needs.
  • Seek coaching, support bank initiatives, and use tools to optimize performance.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
  • Complete required training by established deadlines.
  • Perform assigned general office-management duties.
  • Maintain transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

  • First Citizens Bank offers a competitive benefits program designed to meet the needs of its associates; further information is available at the benefits website.
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