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
The essential functions of the job include, but are not necessarily limited to, the following:
- Engaging customers in conversation to understand their banking needs and preferences
- Processing transactions accurately and efficiently
- Providing assistance with account servicing needs
- Facilitating customer awareness and education of bank services, including digital banking capabilities
- Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Qualifications
High School Diploma or GED and 6 months customer service experience
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.
