Sales & Service Representative (Bank Teller)

First Citizens Bank•High Point, NC

About The Position

The Sales and Service Representative (Bank Teller) processes transactions and other customer service requests in a branch. The role helps customers become aware of and learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying opportunities and referring them 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 strong team and cross-functional relationships, manages multiple demands and shifting priorities, and processes information efficiently to resolve problems. The role fosters collaborative partnerships that provide value to customers, prospects, and colleagues. It involves understanding customer needs through attentive listening and questions, addressing immediate needs promptly, and looking for ways to improve performance through coaching, support of bank initiatives, and use of relevant tools. The representative also follows applicable regulations, bank policies, procedures, and delegated authorities; completes required training on time; and performs assigned office-management duties. Associates responsible for taking deposits are accountable for the accuracy and operational efficiency of transactions, including 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.

Nice To Haves

Sales experience.

Responsibilities

Process branch transactions and customer service requests.
Facilitate customer awareness and education of bank capabilities, tools, and resources.
Identify sales or referral opportunities and refer them to the appropriate bank partner.
Initiate customer conversations, listen attentively, ask questions to understand needs and preferences, and promptly address immediate needs.
Build collaborative relationships with customers, prospects, colleagues, and cross-functional partners.
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 to support operational efficiency.
For associates who take deposits, maintain transaction accuracy and operational efficiency, with accountability for individual and team results.