Float Sales & Service Representative (Float Teller)

First Citizens Bank; Indian Trail (NC); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

First Citizens Bank seeks a Sales and Service Representative to support branch operations, process transactions and provide friendly customer service. This float role travels to Monroe, Albemarle, Marshville and Indian Trail, with mileage reimbursed.

You will identify sales opportunities, refer them to the appropriate bank partner, and build strong relationships with customers and colleagues across branches.

Qualifications

• Duties & Responsibilities: Conduct customer transactions and service requests in the branch.
• Identify and refer sales opportunities; educate customers on bank capabilities.
• Adhere to regulatory requirements and bank policies to manage risk.

Responsibilities

• Process deposits, withdrawals and other transactions accurately.
• Educate customers about bank products and services; refer opportunities to partners.
• Maintain branch operations with accuracy and efficiency; follow training deadlines.
• Drive to multiple branches as needed; mileage reimbursed.

Skills

Branch Banking Operations

Communication (Written and Verbal)

Transaction Processing

Build Productive Relationships

Detail Oriented

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 Monroe, including 1 in Albemarle, Marshville, and Indian Trail. 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.