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
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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 is a float position and will require travel to provide coverage to six branches in the Charlotte area including Matthews, and Albermarle. Mileage will be reimbursed. Must possess a valid driver's license as position requires frequent driving to other offices.
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
Bilingual (Spanish) Required
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.