Branch Sales & Service Advisor

First Citizens Bank; Clifton Forge (VA); On-site; USD 26,000 - 30,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative for our Clifton Forge branch. You will process transactions, handle customer service requests, and educate customers about bank capabilities, tools and resources to support their financial goals.

In this role you will identify and refer sales opportunities to the appropriate bank partner, build relationships, and ensure compliance with bank policies while delivering excellent service to locals and visitors alike.

Qualifications

• Knowledge of retail banking products and services.
• Ability to follow bank policies and procedures.
• Comfort with handling deposits, transactions and customer requests.

Responsibilities

• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs.
• Proactively support Bank initiatives and leverage tools to improve activities.
• Ensure operational efficiency through accurate transactions and account handling.

Skills

Financial literacy

Retail banking products

Branch operations

Communication

Transaction processing

Relationship building

Attention to detail

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative for our Clifton Forge branch. You will process transactions, handle customer service requests, and educate customers about bank capabilities, tools and resources to support their financial goals.

In this role you will identify and refer sales opportunities to the appropriate bank partner, build relationships, and ensure compliance with bank policies while delivering excellent service to locals and visitors alike.