Sales & Service Representative (Teller)

First Citizens Bank•Prosperity, SC

10d

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 the appropriate bank partner. The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, learns and adapts quickly to new information and technology, builds strong team and cross-functional relationships, handles multiple demands and shifting priorities, and processes information quickly to resolve problems. The role also involves fostering collaborative partnerships that deliver value for customers, prospects, and colleagues; asking questions to understand customer needs; taking prompt action on immediate needs; seeking coaching; supporting bank initiatives; and using available tools to improve performance. The representative complies with applicable regulations, bank policies, procedures, and delegated authorities; completes required training on time; and performs assigned office management duties. Associates authorized to take deposits are accountable for transaction accuracy and operational efficiency, 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.
Customer service skills.
Written and verbal communication skills.
Transaction processing skills.

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 opportunities and refer them to the appropriate bank partner.
Initiate conversations, listen attentively, and ask questions to understand customer needs and preferences.
Take prompt action to address customers’ 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 general office management duties as assigned.
Ensure transaction accuracy and operational efficiency for deposit-taking activities.