Bank Float Sales & Service Representative (Float Teller)

First Citizens Bank; Greensboro (NC); On-site; USD 30,000 - 40,000; Full time

Job summary

A regional financial institution seeks a Bank Float Sales & Service Representative to provide customer service and process transactions. This position requires engagement with customers to assess their banking needs and provide necessary solutions. An ideal candidate must possess a high school diploma, have customer service experience, and a valid driver's license, as the role involves traveling to different branches. The bank offers a competitive benefits program.

Qualifications

• At least 6 months of customer service experience.
• Preferred experience in sales.
• Valid driver's license required for position.

Responsibilities

• Engage customers in conversation to understand banking needs.
• Process transactions accurately and efficiently.
• Provide assistance with account servicing needs.
• Facilitate customer awareness of bank services.
• Introduce customers to branch team members for solutions.
• Provide coverage to multiple branches.

Skills

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

Bank Float Sales & Service Representative (Float Teller) – First Citizens Bank

Overview

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. This role will float to other branches nearby; mileage will be reimbursed.

Key Skills & Attributes

• Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
• Adaptability: Ability to learn and adapt quickly to new information and technology
• Teamwork: Builds strong relationships with team & cross-functional partners
• Flexibility: Handles multiple demands and shifts priorities efficiently
• Agility: Processes information and resolves problems quickly

Responsibilities

• Engage customers in conversation to understand banking needs and preferences
• Process transactions accurately and efficiently
• Provide assistance with account servicing needs
• Facilitate customer awareness and education of bank services, including digital banking capabilities
• Introduce customers to other branch team members or bank partners for solutions
• Provide coverage to multiple branches

Qualifications

• High School Diploma or GED and at least 6 months of customer service experience
• Preferred experience in sales
• Valid driver's license; position requires frequent driving to other offices; mileage reimbursed
• Financial literacy and knowledge of retail banking products and services

Benefits

First Citizens Bank offers a competitive, thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.