Branch Sales & Service Specialist

First Citizens

Florence (SC)

Presencial

USD 19 000 - 25 000

Tempo integral

Há 7 dias
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Qualificações

  • High School Diploma or GED with customer service experience.
  • Experience in banking or financial services preferred.
  • Sales exposure is a plus.

Responsabilidades

  • Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
  • Initiate conversation to uncover sales or referral opportunities and refer to bank partner.
  • Listen attentively to understand customer needs and take prompt actions.
  • Proactively look for ways to optimize performance by coaching and leveraging tools.
  • Compliance with regulations, bank policies, procedures and authorities to manage risk.
  • Perform general office tasks to ensure operational efficiency.
  • Maintain transaction accuracy and support customer transactions.

Conhecimentos

Financial literacy
Retail banking products
Branch operations
Communication
Transaction processing
Relationship building
Detail oriented

Formação académica

High School Diploma or GED

Descrição da oferta de emprego

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Agility: Able to process information and move quickly through problem resolution

Responsibilities & Qualifications

Duties & 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 ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills:

Financial literacy

Knowledge of retail banking products and services

Branch Bank Operations

Communication (Verbal and Written)

Transaction Processing

Builds Productive Relationships

Detail Oriented

Qualifications: Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service Preferred Area of Experience: Sales.

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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