Branch Sales & Service Specialist

First Citizens Bank; Charlotte (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to support branch customers, process transactions, and educate clients about bank capabilities and tools. You will help identify and refer sales opportunities, and collaborate with a branch team to meet sales goals and customer needs.

The role emphasizes strong communication, adaptability, and teamwork, with accountability for accurate processing and positive customer interactions in a busy branch environment.

Qualifications

• Minimum Required Education and Experience: High School Diploma or GED and 6 months’ experience in customer service.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities; listen attentively and address customer needs.
• Operations and Administration - comply with regulations, bank policies, procedures and delegated authorities to manage risk.

Skills

Branch Banking Operations

Communication (Written and Verbal)

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 support branch customers, process transactions, and educate clients about bank capabilities and tools. You will help identify and refer sales opportunities, and collaborate with a branch team to meet sales goals and customer needs.

The role emphasizes strong communication, adaptability, and teamwork, with accountability for accurate processing and positive customer interactions in a busy branch environment.