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First Citizens in Orangeburg, SC is seeking a Sales and Service Representative to handle daily customer transactions, educate customers about bank products, and refer sales opportunities to the right team. You will build rapport with customers and help maintain a friendly, efficient branch environment.
The role emphasizes accuracy, regulatory compliance, and teamwork across branches. The ideal candidate will have strong communication, adaptability, and a willingness to learn about the bank's
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:
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.
Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:Sales
Required Licenses or Certifications:
Preferred Licenses or Certifications:
High School Diploma or GED and 6 months customer service
Preferred Area of Experience: Sales
Skill(s): Financial literacy, Knowledge of retail banking products and services
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.