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First Citizens Bank is seeking a Sales and Service Representative for our branch in Ballentine, SC. You will process transactions, handle customer service requests, and educate customers about bank capabilities and tools. You will identify opportunities and refer them to the right bank partner to support branch sales goals.
The role emphasizes communication, customer service excellence, adaptability, and teamwork, with a focus on accuracy and regulatory compliance in daily operations.
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:
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
Transaction Processing
Branch Banking Operations
Builds Productive Relationships
Detail Oriented
Communication (Written and Verbal)
Qualifications:
Minimum Required Education and Experience: High School Diploma or GED and 6 months of customer service experience.
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.