Bank Sales and Service Representative (Teller)

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

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank is recruiting a Sales and Service Representative to handle customer transactions and service requests in the branch, while educating customers on bank capabilities and tools. The role supports branch sales by identifying referral opportunities to the bank partner.

The ideal candidate demonstrates strong communication, customer service, adaptability and teamwork, with a willingness to learn and apply new information and technology in a fast-paced environment.

Qualifications

• High School Diploma or GED with at least 6 months of customer service experience.
• Sales experience preferred.
• Knowledge of retail banking products and services.
• Financial literacy.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities; listen attentively to address needs and take prompt actions.
• Operations and Administration - Comply with regulations, bank policies, procedures and authorities to manage risk and ensure accurate transactions; complete required training and support general office efficiency.

Skills

Communication

Customer service

Financial literacy

Retail banking knowledge

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.

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.