First Citizens Bank
Posted 3w ago

Float Sales & Service Representative (Float Teller)

First Citizens Bank
Charlotte, North Carolina, United States
FieldFull Time
Responsibilities
  • processing transactions
  • identifying referrals
  • visiting branches
Requirements
  • High School diploma or GED and 6 months customer service experience
  • Valid driver's license required
  • Financial literacy and retail banking product knowledge
  • Frequent driving between branches with mileage reimbursement

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

 

This position will float to other branches nearby. Mileage will be reimbursed.


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 experience

 

Preferred Area of Experience: Sales

 

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Mileage will be reimbursed.

 

Required 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.

About First Citizens Bank

Provides full-service consumer, commercial, and wealth management banking.

Year founded
1898
Employees
15000
Organization type
Public
Headquarters
US

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