Bank Float Sales & Service Representative (Float Teller)

First Citizens; Indian Trail (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading bank seeks a Sales and Service Representative to engage customers, process transactions, and facilitate service education. Ideal candidates will have a high school diploma, customer service experience, and be adaptable in a branch setting. Candidates must be comfortable with sales and flexible with branch coverage.

Qualifications

• 6 months customer service experience required.
• Must possess a valid driver's license for driving to multiple branches.
• Preferred experience in sales.

Responsibilities

• Engaging customers to understand banking needs.
• Processing transactions accurately and efficiently.
• Facilitating customer awareness of banking services.

Skills

Financial literacy

Customer Service

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.

RequiredSkill(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.

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.

RequiredSkill(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.

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.