Floating Branch Sales & Service Pro

First Citizens; Apex (NC); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Mileage reimbursement

Travel to multiple branches

Job summary

First Citizens Bank is seeking a Sales and Service Representative to handle branch transactions and customer requests, and to educate customers on bank products and services. This float role requires frequent travel to multiple branches with mileage reimbursement.

The position emphasizes strong communication, customer service, adaptability, and teamwork to support the branch team and drive referrals to bank partners. A valid driver’s license and ability to travel are required.

Qualifications

• Must possess strong communication and interpersonal skills.
• Customer service experience is required.
• Ability to adapt to changing requests and priorities.
• Team collaboration across branches and partners.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities and resources; refer sales opportunities.
• Support branch sales efforts by routing opportunities to the right partner.
• Maintain compliance with bank policies and training deadlines.
• Travel to 2 Cary, 1 Apex, 1 Raleigh, 1 Garner, and 1 Fuquay-Varina branches; mileage reimbursed.

Skills

Communication

Customer service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to handle branch transactions and customer requests, and to educate customers on bank products and services. This float role requires frequent travel to multiple branches with mileage reimbursement.

The position emphasizes strong communication, customer service, adaptability, and teamwork to support the branch team and drive referrals to bank partners. A valid driver’s license and ability to travel are required.