Banking Services & Sales Associate

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

Job summary

First Citizens Bank in Chapel Hill, NC is seeking a Sales and Service Representative to process transactions and assist customers with banking needs. This role supports branch sales by identifying and referring opportunities to bank partners.

You will build relationships, deliver friendly service, handle multiple requests, and stay compliant with banking policies. A High School Diploma or GED and some customer service experience are preferred.

Qualifications

• High School Diploma or GED and 6 months customer service experience
• Preferred Area of Experience: Sales
• Skill(s): Financial literacy, Knowledge of retail banking products and services

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to personal interactions, customer transactions and financial exposures.

Skills

Communication Skills

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

First Citizens Bank in Chapel Hill, NC is seeking a Sales and Service Representative to process transactions and assist customers with banking needs. This role supports branch sales by identifying and referring opportunities to bank partners.

You will build relationships, deliver friendly service, handle multiple requests, and stay compliant with banking policies. A High School Diploma or GED and some customer service experience are preferred.