Sales & Service Representative (Bank Teller)

First Citizens Bank; Lincolnton (NC); Vor Ort; USD 32.000 - 45.000; Vollzeit

Zusammenfassung

First Citizens Bank is seeking a friendly Sales and Service Representative for our Lincolnton branch. You will handle customer transactions, provide service, and educate customers about bank products and capabilities.

In this role you will identify sales opportunities, refer them to the appropriate partners, and contribute to a collaborative team focused on great customer experience.

Qualifikationen

• Financial literacy and knowledge of retail banking products and services.
• Ability to operate branch banking systems and handle transactions accurately.
• Strong written and verbal communication for customer interactions.

Aufgaben

• Service standards: engage customers, identify referral opportunities, and address needs.
• Manage deposits, cash handling, and transactions with accuracy and efficiency.
• Support branch sales efforts by referring opportunities to bank partners.
• Follow regulations and bank policies to manage risk and operational efficiency.

Kenntnisse

Financial literacy

Knowledge of retail banking products &

Branch Banking Operations

Communication (Written and Verbal)

Transaction Processing

Builds Productive Relationships

Detail oriented

Ausbildung

High School Diploma or GED

Jobbeschreibung

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

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 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

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.