Sales & Service Representative (Bank Teller)

First Citizens Bank•Valdese, 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 understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying and referring opportunities to appropriate bank partners. The successful candidate is comfortable initiating conversations, communicates professionally and empathetically, and adapts quickly to new information and technology. They build relationships with teammates and cross-functional partners, manage multiple demands and shifting priorities, and move efficiently through problem resolution. The position also includes following service standards and bank policies, procedures, regulations, and delegated authorities; completing required training; and performing assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, including individual and team results.

Requirements

High school diploma or GED.
At least 6 months of customer service experience.
Financial literacy.
Knowledge of retail banking products and services.
Knowledge of branch banking operations.
Written and verbal communication skills.
Transaction-processing skills.
Ability to build productive relationships.
Attention to detail.
Ability to engage confidently in conversation, adapt to new information and technology, work collaboratively, handle multiple demands, and resolve problems efficiently.

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 about bank capabilities, tools, and resources.
Identify sales or referral opportunities and refer them to the appropriate bank partner.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Listen attentively, ask questions to understand customer needs and preferences, and promptly address immediate needs.
Seek coaching, support bank initiatives, and use tools to improve performance.
Comply with applicable regulations, bank policies, procedures, and delegated authorities to manage risk in customer 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 for deposit-taking responsibilities.