Sales & Service Representative

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

Benefits offered by this job

Benefits

Job summary

First Citizens Bank in Black Mountain, NC seeks a Sales and Service Representative to process transactions, educate customers on bank capabilities, and refer sales opportunities to bank partners. You’ll support branch sales and service while delivering excellent customer experiences.

The role emphasizes proactive communication, empathy, adaptability to new tools, and teamwork across the branch to meet customer needs efficiently.

Qualifications

• High School Diploma or GED and 6 months in customer service.
• Preferred area of experience: Sales or banking.
• Skill(s): Financial literacy, Knowledge of retail banking products and services.

Responsibilities

• Service Standards - Foster partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities and address needs.
• Operations and Administration - Comply with regulations, bank policies, procedures and risk management related to personal interactions and transactions, and maintain accuracy and efficiency.

Skills

Communication

Customer service

Teamwork

Adaptability

Flexibility

Agility

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

• 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.

Qualifications

High School Diploma or GED and experience of 6 months in customer service

Preferred Area of Experience: Sales or banking

Skill(s): Financial literacy, Knowledge of retail banking products and services

Benefits

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.