Sales & Service Representative (Teller)

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

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Columbia, SC is seeking a Sales and Service Representative to handle branch transactions and customer service requests while educating customers on bank capabilities and resources.

You will support branch sales by identifying and referring opportunities to the right bank partner, maintaining professionalism and accuracy in all interactions, and ensuring compliance with bank policies. Strong communication and adaptability are essential for success in this role.

Qualifications

• Understanding of retail banking products and services.
• Strong customer service and communication skills.
• Ability to process transactions accurately and efficiently.

Responsibilities

• Initiate conversations to uncover sales or referral opportunities.
• Address customer needs with attentive questioning and prompt actions.
• Comply with regulations and bank policies to manage risk in customer interactions.
• Support branch initiatives and use tools to enhance activities.

Skills

Financial literacy

Retail banking products

Customer Service Skills

Transaction Processing

Communication (Written and Verbal)

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 & 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
• Customer Service Skills
• Transaction Processing
• Communication (Written and Verbal)

Qualifications

• Minimum Required Education and Experience: High School Diploma or GED and 6 months customer service
• Preferred Area of Experience: Sales

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.