Banking Sales and Service Representative (Universal Banker)

Position Description:
The Sales & Service Representative II handles customer service transactions, branch administrative activities and processes traditional teller transactions. This associate assists with branch sales activities, generating sales referrals for new customers and from existing customers through execution of the branch's marketing and business development plan. This associate is responsible for providing customers and prospects with information about products and services offer by the Bank, and providing high quality customer service for all customers.

Sales Support: Identify sales referrals while handling customer service and transaction needs. Maintain basic product knowledge to ensure that customer needs may be identified. Participate in branch sales huddles and campaigns as directed by management. Promote the Bank's products and services through customer and prospect outreach, maintain an active prospect list for referrals, and/or any other sales support as defined by the branch's marketing and business development plan.

Teller Operations: Perform basic teller transactions such as paying and receiving , verifying deposit amounts, examining checks for endorsement and negotiability, operating within established operational authority limit and engaging branch management, Branch Central or Branch Operations Management for support as needed. Count cash drawer, research and locate outages.

Teller Operations: Perform basic teller transactions such as paying and receiving , verifying deposit amounts, examining checks for endorsement and negotiability, operating within established operational authority limit and engaging branch management, Branch Central or Branch Operations Management for support as needed. Count cash drawer, research and locate outages.

Teller Operations: Perform basic teller transactions such as paying and receiving , verifying deposit amounts, examining checks for endorsement and negotiability, operating within established operational authority limit and engaging branch management, Branch Central or Branch Operations Management for support as needed. Count cash drawer, research and locate outages.

Risk Mitigation/Compliance: Adhere to all federal regulations and bank policies; keep current on bank procedures via the Banks resources and required training. Maintain all internal controls.

Position Requirements:
Basic Qualifications:
High School Diploma or GED with a minimum of 9 months experience in a cash handling, sales, and customer service role.
-Or-
High School Diploma or GED with a minimum of 6 months experience as an Sale & Service Representative I at First Citizens Bank

Preferred Qualification:
Prior Universal Banker experience


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