Floating Banking Specialist – Sales & Service

First Citizens Bank; Morganton (NC); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Gas mileage reimbursement

Benefits package

Job summary

First Citizens Bank in Morganton, NC seeks a Sales and Service Representative to process transactions and handle customer service requests in-branch. You will educate customers on bank capabilities, tools, and resources while supporting sales initiatives across the branch network.

The role requires standing up to varied tasks, frequent driving to other offices, and delivering excellent service with strong communication and adaptability.

Qualifications

• High School Diploma or GED with 6 months of customer service experience.
• Preferred experience in sales or banking.

Responsibilities

• Foster partnerships to deliver value for customers and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Ensure compliance with bank policies and accurate processing of transactions.
• Support branch sales efforts and cross-sell bank products.

Skills

Financial literacy

Retail banking products

Written and verbal communication

Branch operations

Transaction processing

Relationship building

Sales outreach

Agility

Education

High School Diploma or GED

Job description

First Citizens Bank in Morganton, NC seeks a Sales and Service Representative to process transactions and handle customer service requests in-branch. You will educate customers on bank capabilities, tools, and resources while supporting sales initiatives across the branch network.

The role requires standing up to varied tasks, frequent driving to other offices, and delivering excellent service with strong communication and adaptability.