Sales & Service Representative

First Citizens Bank•Florence, SC

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 and referring opportunities to the appropriate bank partner. The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy, learns and adapts to new information and technology, builds strong team and cross-functional relationships, handles multiple demands and shifting priorities, and moves quickly through problem resolution. The position also involves following service standards, maintaining compliance with applicable regulations and bank policies, completing required training, and performing assigned office management duties. Associates in roles that take deposits are accountable for transaction accuracy and operational efficiency, with results potentially measured by individual contribution and 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.
Knowledge of branch bank operations.
Verbal and written communication skills.
Transaction processing skills.
Ability to build productive relationships.
Attention to detail.
Comfort and confidence proactively 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 and move quickly through problem resolution.

Nice To Haves

Sales experience.

Responsibilities

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 act promptly to address immediate needs.
Seek coaching, support bank initiatives, and use available tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
For roles that take deposits, maintain transaction accuracy and operational efficiency.