Bank Sales & Service Champion

First Citizens Bank; Hope Mills (NC); On-site; USD 35,000 - 52,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in a branch setting. You will identify and refer sales opportunities while delivering exceptional service and educating customers about bank capabilities and tools.

The role emphasizes communication, adaptability and teamwork as you support branch sales goals and deliver accurate, friendly service in a fast-paced environment.

Qualifications

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

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.

Skills

Financial literacy

Retail banking products

Customer service skills

Communication

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in a branch setting. You will identify and refer sales opportunities while delivering exceptional service and educating customers about bank capabilities and tools.

The role emphasizes communication, adaptability and teamwork as you support branch sales goals and deliver accurate, friendly service in a fast-paced environment.