Floating Branch Sales & Service Pro

First Citizens Bank; Boone (NC); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Bank is seeking a friendly, customer-focused Sales and Service Representative to join our branch team in the Boone, NC area. You will process transactions, handle customer requests, and educate customers on bank products and tools to improve their financial well-being.

The role emphasizes relationship building, sales referrals, and adherence to regulatory and policy requirements, with opportunities to collaborate across bank partners and regions.

Qualifications

• Must have basic financial literacy and knowledge of retail banking products/services.
• Strong communication skills, both written and verbal, with customers and colleagues.
• Experience or familiarity with branch banking operations and transaction processing.
• Ability to build productive relationships and identify sales or referral opportunities.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities and resources.
• Refer sales opportunities to the appropriate bank partner.
• Maintain compliance with regulations and bank policies.
• Support branch team to meet service and sales goals.

Skills

Financial literacy

Retail banking knowledge

Written & verbal communication

Branch operations

Transaction processing

Relationship building

Sales outreach

Agility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a friendly, customer-focused Sales and Service Representative to join our branch team in the Boone, NC area. You will process transactions, handle customer requests, and educate customers on bank products and tools to improve their financial well-being.

The role emphasizes relationship building, sales referrals, and adherence to regulatory and policy requirements, with opportunities to collaborate across bank partners and regions.