Branch Customer Success & Sales Specialist

First Citizens; Dunn (NC); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Bank is seeking a Sales and Service Representative to support branch customers with transactions, education on bank capabilities, and referrals to appropriate partners. You will engage customers, process requests, and collaborate with team members to achieve branch goals.

The role emphasizes financial literacy, knowledge of retail banking products, and strong communication. A high school diploma and customer service experience are required, with a focus on accurate service

Qualifications

• High School Diploma or GED required; 6 months of customer service experience preferred.
• Knowledge of retail banking products and services is essential.
• Strong customer service skills and communication abilities are expected.

Responsibilities

• Process transactions accurately and efficiently while delivering friendly service.
• Identify and refer potential sales opportunities to bank partners.
• Educate customers on bank tools and products and resolve questions promptly.
• Adhere to bank policies and regulatory requirements in all activities.

Skills

Financial literacy

Retail banking

Customer service

Written comms

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to support branch customers with transactions, education on bank capabilities, and referrals to appropriate partners. You will engage customers, process requests, and collaborate with team members to achieve branch goals.

The role emphasizes financial literacy, knowledge of retail banking products, and strong communication. A high school diploma and customer service experience are required, with a focus on accurate service