Sales & Service Representative (Bank Teller)

First Citizens Bank • Brevard, NC

8d

About The Position

The Sales and Service Representative 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 opportunities and referring customers to the appropriate bank partner.

The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy, learns and adapts quickly, builds strong team and cross-functional relationships, handles multiple demands and shifting priorities, and processes information quickly to resolve problems.

The role also fosters collaborative partnerships with customers, prospects, and colleagues; listens and asks questions to understand customer needs; addresses immediate needs promptly; and seeks coaching and uses bank tools and initiatives to improve performance. It complies with applicable regulations, policies, procedures, and delegated authorities to manage risk; 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 measured individually and as part of a team.

Requirements

• High school diploma or GED.
• At least 6 months of customer service experience.
• Financial literacy.
• Knowledge of retail banking products and services.
• Branch banking operations knowledge.
• Written and verbal communication skills.
• Transaction processing skills.
• Ability to build productive relationships.
• Attention to detail.
• Interpersonal communication skills and confidence engaging in conversation.
• Professionalism and empathy in customer interactions.
• Ability to learn and adapt quickly to new information and technology.
• Ability to handle multiple demands and shift priorities efficiently.
• Ability to process information quickly and resolve problems.

Nice To Haves

• Experience in sales.
• Cash-handling experience.
• In-person customer service experience.

Responsibilities

• Process branch transactions and other customer service requests.
• Facilitate customer awareness and education of bank capabilities, tools, and resources.
• Identify sales or referral opportunities and refer customers to the appropriate bank partner.
• Initiate conversations, listen to customers, ask questions to understand their 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 improve 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.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• First Citizens Bank describes its benefits program as competitive, thoughtfully designed, and intended to meet associates’ needs; further details are available through the company benefits website.

What This Job Offers

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