Banking Sales & Service Associate: Customer-Centric Pro

First Citizens Bank; Columbia (SC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Columbia, SC is seeking a Sales and Service Representative to handle branch transactions and customer service requests while educating customers on bank capabilities and resources.

You will support branch sales by identifying and referring opportunities to the right bank partner, maintaining professionalism and accuracy in all interactions, and ensuring compliance with bank policies. Strong communication and adaptability are essential for success in this role.

Qualifications

• Understanding of retail banking products and services.
• Strong customer service and communication skills.
• Ability to process transactions accurately and efficiently.

Responsibilities

• Initiate conversations to uncover sales or referral opportunities.
• Address customer needs with attentive questioning and prompt actions.
• Comply with regulations and bank policies to manage risk in customer interactions.
• Support branch initiatives and use tools to enhance activities.

Skills

Financial literacy

Retail banking products

Customer Service Skills

Transaction Processing

Communication (Written and Verbal)

Education

High School Diploma or GED

Job description

First Citizens Bank in Columbia, SC is seeking a Sales and Service Representative to handle branch transactions and customer service requests while educating customers on bank capabilities and resources.

You will support branch sales by identifying and referring opportunities to the right bank partner, maintaining professionalism and accuracy in all interactions, and ensuring compliance with bank policies. Strong communication and adaptability are essential for success in this role.