Sales & Service Representative (Bank Teller)

First Citizens Bank; Clifton Forge (VA); On-site; USD 26,000 - 30,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative for our Clifton Forge branch. You will process transactions, handle customer service requests, and educate customers about bank capabilities, tools and resources to support their financial goals.

In this role you will identify and refer sales opportunities to the appropriate bank partner, build relationships, and ensure compliance with bank policies while delivering excellent service to locals and visitors alike.

Qualifications

• Knowledge of retail banking products and services.
• Ability to follow bank policies and procedures.
• Comfort with handling deposits, transactions and customer requests.

Responsibilities

• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs.
• Proactively support Bank initiatives and leverage tools to improve activities.
• Ensure operational efficiency through accurate transactions and account handling.

Skills

Financial literacy

Retail banking products

Branch operations

Communication

Transaction processing

Relationship building

Attention to detail

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.

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

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 Banking Operations
• Communication (Written and Verbal)
• Transaction Processing
• Builds Productive Relationships
• Detail oriented

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

Additional Information

The base pay for this position is generally between $19.00 and $22.00/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.