Float Sales & Service Representative (Bank Teller)

First Citizens Bank; Morganton (NC); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Gas mileage reimbursement

Benefits package

Job summary

First Citizens Bank in Morganton, NC seeks a Sales and Service Representative to process transactions and handle customer service requests in-branch. You will educate customers on bank capabilities, tools, and resources while supporting sales initiatives across the branch network.

The role requires standing up to varied tasks, frequent driving to other offices, and delivering excellent service with strong communication and adaptability.

Qualifications

• High School Diploma or GED with 6 months of customer service experience.
• Preferred experience in sales or banking.

Responsibilities

• Foster partnerships to deliver value for customers and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Ensure compliance with bank policies and accurate processing of transactions.
• Support branch sales efforts and cross-sell bank products.

Skills

Financial literacy

Retail banking products

Written and verbal communication

Branch operations

Transaction processing

Relationship building

Sales outreach

Agility

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

Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Gas mileage will be reimbursed

This role may float to the following locations: Hickory, Lenior, Hudson, Boone, Granite Falls, Valdese, Morganton

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
• Communication (Written and Verbal)
• Branch Banking Operations
• Transaction Processing
• Builds Productive Relationships
• Sales outreach
• Agility

Qualifications

High School Diploma or GED and experience of 6 months in customer service

Preferred Area of Experience: Sales or banking

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

Required Licenses or Certifications: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

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.