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Bank Float Sales & Service Representative

First Citizens Bank

This is a Full-time position in charlotte, nc posted March 20, 2023.

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

  • 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
    This position will provide coverage to multiple branches.

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. Required
    Skill(s): Financial literacy, Knowledge of retail banking products and services