Float Sales & Service Representative (Teller)

First Citizens; Columbia (SC); On-site; USD 32,000 - 45,000; Full time

Job summary

First Citizens Bank in Columbia, SC is seeking a Sales and Service Representative to handle customer transactions and inquiries in our branch. You will educate customers about banking capabilities and refer sales opportunities to the right partners to meet customer needs.

The ideal candidate demonstrates strong communication, customer service, adaptability, and teamwork, with the ability to handle multiple tasks and shift priorities as needed.

Qualifications

• High School Diploma or GED required.
• 6 months customer service experience preferred.
• Valid driver’s license required; frequent driving between offices.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues; identify sales or referral opportunities.
• Operations and Administration - Comply with regulations, policies and procedures to manage risk and ensure transactional accuracy.
• Float Teller role

Skills

Communication skills

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

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.
• Float Teller role

Qualifications

• High School Diploma or GED and 6 months customer service
• Preferred Area of Experience: Sales
• 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.
• Skill(s): Financial literacy, Knowledge of retail banking products and services

Benefits

• 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.