Sales & Service Representative

First Citizens Bank; Columbia (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank in Columbia, South Carolina, seeks a Sales and Service Representative to process transactions, educate customers about bank capabilities, and refer sales opportunities to partners.

You will deliver friendly, professional service, adapt to new banking tools, and collaborate with branch colleagues to meet customer needs and branch goals. This role requires a High School Diploma or GED and at least 6 months of customer service experience; sales experience is a plus.

Qualifications

• High School Diploma or GED and 6 months of customer service experience.
• Sales experience preferred.
• Knowledge of financial products and services.

Responsibilities

• Service Standards: Foster partnerships, uncover sales or referral opportunities, listen and ask questions to address needs, and leverage tools for better performance.
• Operations and Administration: Comply with regulations and bank policies, complete trainings, and ensure transaction accuracy and efficiency.

Skills

Interpersonal communication

Customer service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

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 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.