Float Sales & Service Representative

First Citizens; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Mileage reimbursement

Benefits package

Job summary

First Citizens is seeking a Sales and Service Representative to process transactions and handle customer requests in the branch. The role focuses on educating customers about bank capabilities and referring sales opportunities to bank partners.

Strong communication, interpersonal, and customer service skills are essential. The candidate should be adaptable, team-oriented, flexible, and agile, with financial literacy and knowledge of retail banking products and services.

Qualifications

• High School Diploma or GED and 6 months customer service experience.
• Preferred area of experience: Sales.
• Must possess a valid driver's license; frequent driving to other offices; mileage reimbursed.

Responsibilities

• Service Standards - Foster partnerships that deliver value for customers, prospects and colleagues; initiate conversations to uncover sales or referral opportunities and optimize performance.
• Operations and Administration - Comply with regulations, bank policies, manage risk, complete training deadlines, and support efficient office operations.

Skills

Communication Skills

Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Financial literacy

Knowledge of retail banking products &

Education

High School Diploma or GED

Job description

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

Qualifications:

High School Diploma or GED and 6 months customer service experience

Preferred Area of Experience: Sales

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Mileage will be reimbursed.

Required Skill(s): Financial literacy, Knowledge of retail banking products and services

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.