Float Sales & Service Representative (Float Teller)

First Citizens Bank; Raleigh (NC); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

First Citizens Bank seeks a friendly, detail-oriented Sales & Service Representative to join our branch team in Raleigh. This role processes transactions, assists customers with bank products, and identifies referral opportunities to drive branch sales.

Candidates should be comfortable engaging customers, building relationships, and adapting to varied tasks while traveling to eight Raleigh branches and one Knightdale location. Mileage reimbursement is provided for travel.

Qualifications

• High School Diploma or GED and 6 months’ experience in customer service.
• Valid driver’s license; frequent driving to other offices; mileage will be reimbursed.

Responsibilities

• Provide customer service and process transactions in the branch.
• Identify and refer sales opportunities to the appropriate bank partner.
• Foster collaborative partnerships to deliver value for customers, prospects and colleagues.
• Maintain regulatory, policy and procedure compliance in daily activities.

Skills

Branch operations

Communication

Transaction processing

Relationship building

Attention to detail

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.

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 8 branches in Raleigh, and 1 in Knightdale. 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.