Customer-Driven Branch Sales & Service Specialist

First Citizens; Charlotte (NC); On-site; USD 32,000 - 46,000; Full time

Job summary

First Citizens Bank in Charlotte is looking for a personable Sales and Service Representative to handle branch transactions and assist customers with bank services. You will identify opportunities to refer sales to our partners and educate customers about available tools and resources.

You'll contribute to a welcoming, efficient branch environment by handling multiple tasks, maintaining accuracy, and delivering professional service. Previous customer service experience is preferred.

Qualifications

• High School Diploma or GED plus 6 months of customer service experience.
• Ability to process transactions accurately and efficiently.
• Strong communication and problem-solving skills.

Responsibilities

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
• Comply with regulations, bank policies and procedures to manage risk related to customer interactions, transactions and financial exposures.
• Complete required training by established deadlines.
• General office management duties to ensure operational efficiency.
• Accountability for transaction accuracy and operational efficiency.

Skills

Communication

Customer service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

First Citizens Bank in Charlotte is looking for a personable Sales and Service Representative to handle branch transactions and assist customers with bank services. You will identify opportunities to refer sales to our partners and educate customers about available tools and resources.

You'll contribute to a welcoming, efficient branch environment by handling multiple tasks, maintaining accuracy, and delivering professional service. Previous customer service experience is preferred.