Float Sales & Service Representative (Float Teller)

First Citizens; Apex (NC); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Mileage reimbursement

Travel to multiple branches

Job summary

First Citizens Bank is seeking a Sales and Service Representative to handle branch transactions and customer requests, and to educate customers on bank products and services. This float role requires frequent travel to multiple branches with mileage reimbursement.

The position emphasizes strong communication, customer service, adaptability, and teamwork to support the branch team and drive referrals to bank partners. A valid driver’s license and ability to travel are required.

Qualifications

• Must possess strong communication and interpersonal skills.
• Customer service experience is required.
• Ability to adapt to changing requests and priorities.
• Team collaboration across branches and partners.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities and resources; refer sales opportunities.
• Support branch sales efforts by routing opportunities to the right partner.
• Maintain compliance with bank policies and training deadlines.
• Travel to 2 Cary, 1 Apex, 1 Raleigh, 1 Garner, and 1 Fuquay-Varina branches; mileage reimbursed.

Skills

Communication

Customer service

Adaptability

Teamwork

Flexibility

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

This is a float position and will require travel to provide coverage to 2 branches in Cary, 1 in Apex, 1 in Raleigh, 1 in Garner, and 1 in Fuquay-Varina. Mileage will be reimbursed.

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 ways 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:

Branch Banking Operations

Communication (Written and Verbal)

Transaction Processing

Build Productive Relationships

Detail Oriented

Qualifications:

Minimum Required Education and Experience: High School Diploma or GED and 6 months’ experience in customer service

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.

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.