Bank Float Sales & Service Representative (Float Teller)

First Citizens Bank; Apex (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank in North Carolina is seeking a Sales and Service Representative to process transactions, answer questions and educate customers about our banking capabilities. You will support branch sales by identifying referral opportunities and delivering friendly, accurate service.

The role is a float position covering several branches (Cary, Apex, Raleigh, Garner, Fuquay-Varina) with mileage reimbursement. Travel-ready team player required.

Qualifications

• Minimum education: High School Diploma or GED with at least 6 months of customer service experience.
• Strong communication and interpersonal skills required.
• Demonstrated ability to handle multiple tasks and adapt to changes.

Responsibilities

• Process transactions and handle customer service requests in the branch.
• Foster awareness of bank capabilities and refer sales opportunities to partners.
• Support a branch team by delivering accurate, friendly service and maintaining operational standards.

Skills

Communication (Written and Verbal)

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Relationship Building

Education

High School Diploma or GED

Job description

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

• Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation


• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions


• Adaptability: Has the ability to learn and adapt quickly to new information and technology


• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships


• Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently


• Agility: Able to process information and move quickly through problem resolution

This is a float position and will require travel to provide coverage to 2 branches in Cary, 1 in Apex, 1 in Raleigh, 1 in Garner, and 1 in Fuquay-Varina. Mileage will be reimbursed.

Responsibilities & Qualifications

Duties & Responsibilities:
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills:

• Branch Banking Operations


• Communication (Written and Verbal)


• Transaction Processing


• Build Productive Relationships


• Detail Oriented

Qualifications:

Minimum Required Education and Experience: High School Diploma or GED and 6 months' experience in customer service

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.Mileage will be reimbursed.

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits.