Sales & Service Representative

First Citizens; Country Club Forest (SC); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens is seeking a Sales and Service Representative to handle branch transactions and customer requests. You will educate customers about banking tools and refer sales opportunities to the appropriate bank partner.

Qualified candidates show strong communication, customer service, and adaptability, with a willingness to learn and work well in a team environment. Prior retail banking exposure is a plus.

Qualifications

• High School Diploma or GED is required.
• 6 months of customer service experience preferred.
• Knowledge of retail banking products and services is expected.

Responsibilities

• Provide branch transactions and customer service support.
• Promote bank products and refer sales opportunities to partners.
• Maintain compliance with regulations and bank policies.
• Assist in general office duties to ensure operational efficiency.
• Develop strong relationships with customers and team members.

Skills

Communication

Customer service

Adaptability

Teamwork

Flexibility

Agility

Operations

Financial literacy

Retail banking

Branch operations

Transaction processing

Relationship building

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 way 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:

Financial literacy

Knowledge of retail banking products and services

Branch Bank Operations

Communication (Verbal and Written)

Transaction Processing

Builds Productive Relationships

Detail Oriented

Qualifications: Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service Preferred Area of Experience: Sales.

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.