Branch Banking: Sales & Service Specialist

First Citizens; Gettysburg (SD); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to handle branch transactions and customer service requests while educating customers on bank capabilities and referring sales opportunities to the appropriate bank partner.

The role emphasizes communication, customer service, adaptability, teamwork, flexibility, and agility to manage multiple tasks and deliver efficient service in a branch setting.

Qualifications

• Financial literacy and understanding of banking products and services.
• Ability to communicate clearly and up-sell/referral opportunities.
• Experience in delivering excellent customer service and handling inquiries.

Responsibilities

• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs.
• Address immediate needs and take prompt actions to assist customers.
• Optimize performance by seeking coaching, supporting bank initiatives and using tools.

Skills

Financial literacy

Retail banking

Sales

Customer service

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to handle branch transactions and customer service requests while educating customers on bank capabilities and referring sales opportunities to the appropriate bank partner.

The role emphasizes communication, customer service, adaptability, teamwork, flexibility, and agility to manage multiple tasks and deliver efficient service in a branch setting.