Part Time Sales & Service Representative (PT Bank Teller) 20 Hours

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

Job summary

First Citizens Bank in Charlotte, NC is seeking a Sales and Service Representative to process transactions and address customer service requests. You will actively identify and refer sales opportunities and educate customers on bank capabilities and resources.

The role emphasizes customer focus, adaptability, and collaboration with team members to deliver value while maintaining compliance with policy and regulatory standards.

Qualifications

• High School Diploma or GED
• 6 months' experience in customer service
• Strong communication and interpersonal skills
• Ability to handle transactions accurately
• Flexibility and adaptability to changing priorities

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to the appropriate bank partner.
• Assist in educating customers about bank capabilities, tools and resources; support sales efforts.
• Maintain compliance with bank policies, regulations and procedures.
• Build productive relationships with customers and colleagues to deliver value.

Skills

Branch Banking Operations

Communication (Written and Verbal)

Transaction Processing

Build Productive Relationships

Detail Oriented

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 & Qualifications

Duties & 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 ways 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.

Position Specific Skills:

• - Branch Banking Operations
• - Communication (Written and Verbal)
• - Transaction Processing
• - Build Productive Relationships
• - Detail Oriented

Preferred Area of Experience:

• - Sales

Qualifications:

Minimum Required Education and Experience: High School Diploma or GED and 6 months' experience in customer service.

Additional Information

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.