Branch Banking: Customer Advisor & Sales Partner

First Citizens Bank; Wilmington (NC); Presencial; USD 21.000 - 28.000; Jornada completa

Descripción de la vacante

First Citizens Bank is seeking a friendly Sales and Service Representative to handle branch transactions and customer requests in Wilmington, NC. You will educate customers on bank capabilities and refer sales opportunities to bank partners, helping to drive branch results.

The role emphasizes strong communication, empathy, and the ability to learn new tools quickly while collaborating with teammates across the branch and other bank partners.

Formación

• High School Diploma or GED with 6 months’ customer service experience.
• Sales experience preferred.
• Knowledge of retail banking products helpful.

Responsabilidades

• 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 ways 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.

Conocimientos

Communication

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Educación

High School Diploma or GED

Descripción del empleo

First Citizens Bank is seeking a friendly Sales and Service Representative to handle branch transactions and customer requests in Wilmington, NC. You will educate customers on bank capabilities and refer sales opportunities to bank partners, helping to drive branch results.

The role emphasizes strong communication, empathy, and the ability to learn new tools quickly while collaborating with teammates across the branch and other bank partners.