Bank Sales and Service Representative (Teller)

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

Job summary

First Citizens Bank in Clayton, North Carolina, seeks a personable Sales and Service Representative to process transactions, assist customers, and educate them about bank capabilities and tools. You will identify referrals and support the branch sales efforts to meet customer needs.

The role emphasizes communication, empathy, adaptability, and teamwork, with opportunities to build cross-functional relationships in a fast-paced, collaborative environment.

Qualifications

• High School Diploma or GED is required.
• Experience in customer service is preferred.
• Ability to learn bank products and processes quickly.

Responsibilities

• Foster partnerships to deliver value for customers and identify sales opportunities.
• Comply with bank policies and procedures to manage risk in transactions.
• Handle deposits and ensure accuracy of customer transactions.

Skills

Communication

Customer service

Adaptability

Teamwork

Flexibility

Agility

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 conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution.

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 way 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:

• - Financial literacy.
• - Knowledge of retail banking products and services.
• - Customer service skills.
• - Communication (Written and Verbal).

Qualifications:

• Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service.
• Preferred Area of Experience: Sales.

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