Branch Customer Success & Referrals Pro

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

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in the Charlotte branch. You will educate customers about bank capabilities and refer sales opportunities to the appropriate partner.

The role emphasizes strong communication, customer service, teamwork, and adaptability as you handle multiple requests and support branch goals with professionalism and accuracy.

Qualifications

• High School Diploma or GED and 6 months’ customer service experience.
• Ability to follow regulations, policies and procedures.
• Strong communication and interpersonal skills.

Responsibilities

• Process customer transactions and referrals.
• Foster partnerships and identify sales opportunities.
• Maintain operational efficiency and accuracy in branch tasks.
• Respond to customer needs with professional service.

Skills

Branch Banking Operations

Communication

Transaction Processing

Build Productive Relationships

Detail Oriented

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in the Charlotte branch. You will educate customers about bank capabilities and refer sales opportunities to the appropriate partner.

The role emphasizes strong communication, customer service, teamwork, and adaptability as you handle multiple requests and support branch goals with professionalism and accuracy.