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First Citizens Bank is seeking a Sales and Service Representative to process transactions and handle customer service requests at the branch. You will educate customers on bank capabilities, tools, and resources, and refer sales opportunities to bank partners. This role is a float position requiring travel to multiple branches.
The successful candidate will demonstrate excellent communication, adaptability, and teamwork to support branch operations and customer satisfaction.
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:
This is a float position and will require travel to multiple branches.
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:
Qualifications: Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service
Preferred Area of Experience: Sales, cash handling, high-volume in-person customer service, banking
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.
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.