Bank Teller & Sales Referrals Specialist

First Citizens Bank; Morganton (NC); Presencial; USD 34.000 - 42.000; Jornada completa

Descripción de la vacante

First Citizens Bank in Morganton, NC is seeking a friendly Sales and Service Representative to handle customer transactions and service requests in the branch.

This role emphasizes identifying referral opportunities, educating customers about bank capabilities, and building strong relationships with teammates. A high school diploma or GED and at least six months of customer service experience are required; sales or banking exposure is a plus.

Formación

• High School Diploma or GED with 6 months of customer service experience.
• Preferred area of experience: Sales or banking.
• Financial literacy and knowledge of retail banking products and services.

Responsabilidades

• Initiate conversations to uncover sales or referral opportunities and address customer needs.
• Ensure accurate processing of transactions and maintain operational efficiency.
• Refer sales opportunities to bank partners as appropriate.
• Follow regulations, policies and procedures to manage risk in customer interactions.

Conocimientos

Communication

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Educación

High School Diploma or GED

Descripción del empleo

First Citizens Bank in Morganton, NC is seeking a friendly Sales and Service Representative to handle customer transactions and service requests in the branch.

This role emphasizes identifying referral opportunities, educating customers about bank capabilities, and building strong relationships with teammates. A high school diploma or GED and at least six months of customer service experience are required; sales or banking exposure is a plus.