Floating Bank Sales & Service Specialist

First Citizens Bank; Country Estates (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to join our branch team. You will process transactions and customer service requests, educate customers about bank capabilities and refer sales opportunities to the appropriate bank partner.

The role requires strong communication, professionalism, empathy, adaptability, teamwork, and the ability to handle multiple tasks quickly. Qualifications include a High School Diploma or GED and experience in customer service; a valid

Qualifications

• High School Diploma or GED required.
• Experience in customer service preferred.
• Valid driver’s license; frequent driving to other offices may be required.
• Sales interest or experience preferred.

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.
• 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.

Skills

Communication skills

Customer service

Adaptability

Teamwork

Flexibility

Agility

Financial literacy

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to join our branch team. You will process transactions and customer service requests, educate customers about bank capabilities and refer sales opportunities to the appropriate bank partner.

The role requires strong communication, professionalism, empathy, adaptability, teamwork, and the ability to handle multiple tasks quickly. Qualifications include a High School Diploma or GED and experience in customer service; a valid