Sales & Service Representative (Teller)

First Citizens Bank • Lexington, SC

12d

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 sales opportunities to appropriate bank partners.

The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy in customer interactions, adapts quickly to new information and technology, builds strong team and cross-functional relationships, handles multiple demands and shifting priorities, and moves efficiently through problem resolution.

The role fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. It involves listening to customers, asking questions to understand their needs and preferences, addressing immediate needs, and seeking coaching and using available tools to improve performance. The representative follows applicable regulations, bank policies, procedures, and delegated authorities; completes required training on time; performs assigned office management duties; and maintains transaction accuracy and operational efficiency for deposit-taking responsibilities.

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.
• Knowledge of bank branch operations.
• Customer service skills.
• Written and verbal communication skills.
• Ability to proactively engage in conversation.
• Ability to adapt quickly to new information and technology.
• Ability to handle 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 of the bank’s capabilities, tools, and resources.
• Support branch sales efforts by identifying and referring 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.
• Seek coaching, support bank initiatives, and leverage tools to optimize performance.
• Comply with 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 general office management duties as assigned to support operational efficiency.
• Maintain accuracy and operational efficiency in deposit-taking transactions.

Benefits

• The company describes its benefits program as competitive, thoughtfully designed, and intended to meet associates’ needs; specific benefits are not listed.

What This Job Offers

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