Sales & Service Representative (Teller)

First Citizens Bank•Columbia, SC

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a bank branch. The role helps customers understand the bank’s capabilities, tools, and resources, and supports branch sales by identifying and referring opportunities to the appropriate bank partner. The successful candidate is comfortable initiating conversations, communicates professionally and empathetically, adapts quickly to new information and technology, builds strong team and cross-functional relationships, handles competing demands, and moves efficiently through problem resolution. The role also supports customer service standards and branch operations. Associates follow applicable regulations, bank policies, procedures, and delegated authorities; complete required training on time; perform assigned office management tasks; and, where responsible for deposits, maintain transaction accuracy and operational efficiency.

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.
Customer service skills.
Written and verbal communication skills.
Ability to proactively engage in conversation.
Professionalism and empathy in customer interactions.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong working and cross-functional relationships.
Ability to handle multiple demands and shift priorities efficiently.
Ability to process information and move quickly through problem resolution.

Nice To Haves

Sales experience.

Responsibilities

Process transactions and other customer service requests in the branch.
Facilitate customer awareness and education of bank capabilities, tools, and resources.
Identify and refer sales opportunities to the appropriate bank partner.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
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 use tools to optimize performance.
Follow regulations, bank policies, procedures, and delegated authorities to manage risk in personal interactions, transactions, and financial exposures.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
Maintain transaction accuracy and operational efficiency when responsible for taking deposits.