About this role
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 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.
Other facts
About First Citizens Bank
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.
Social Media Terms of Use: https://www.firstcitizens.com/socialterms
What you'll do
- The Sales and Service Representative processes transactions and addresses customer service requests while fostering customer awareness of bank capabilities. They also support sales efforts by identifying and referring sales opportunities to appropriate bank partners.
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