Branch Banking: Customer Success & Sales Specialist

First Citizens Bank; Greenville (NC); On-site; USD 30,000 - 40,000; Full time

Job summary

First Citizens Bank in Greenville, NC is seeking a Sales and Service Representative to join our branch team. You will process customer transactions, answer questions, and educate customers about bank capabilities to meet their financial needs.

You will also identify referral opportunities and work with partners to deliver seamless service while maintaining strong adherence to bank policies and regulatory requirements.

Qualifications

• High School Diploma or GED required.
• 6 months customer service experience preferred.
• Sales exposure desirable.

Responsibilities

• Process customer transactions and service requests while ensuring accuracy and compliance.
• Identify and refer sales opportunities to appropriate bank partners and assist customers with banking needs.

Skills

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Financial literacy

Education

High School Diploma or GED

Tools

Transaction Processing

Job description

First Citizens Bank in Greenville, NC is seeking a Sales and Service Representative to join our branch team. You will process customer transactions, answer questions, and educate customers about bank capabilities to meet their financial needs.

You will also identify referral opportunities and work with partners to deliver seamless service while maintaining strong adherence to bank policies and regulatory requirements.