Bank Float Sales & Service Representative (Float Teller)

Davita Inc.; Charlotte (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank in Charlotte is seeking a Sales and Service Representative. The role involves processing transactions, assisting customers, and supporting sales efforts by promoting bank capabilities. Ideal candidates will demonstrate strong customer service and communication skills, and must be adaptable and proactive.

Qualifications

• Must possess a valid driver's license and frequent driving required.
• 6 months customer service experience preferred.
• Sales knowledge is a plus.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately.
• Facilitating customer education about bank services.

Skills

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Financial literacy

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 role will float to other branches nearby. Mileage will be reimbursed.

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

Engaging customers in conversation to understand their banking needs and preferences

Processing transactions accurately and efficiently

Providing assistance with account servicing needs

Facilitating customer awareness and education of bank services, including digital banking capabilities

Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs

This position will provide coverage to multiple branches.

Qualifications

High School Diploma or GED and 6 months customer service experience

Preferred Area of Experience: Sales

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. Required

Skill(s): Financial literacy, Knowledge of retail banking products and services

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 https://jobs.firstcitizens.com/benefits.