Sales and Service Representative
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.
30% - 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.
30% - 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.
20% - Service: Answer questions, provide account maintenance and resolve problems for customers concerning products and services provided by the Bank; identify the problem, collect data, secure answers and communicate updates and resolutions to the customer as appropriate. Work with the Operations Services Supervisor (or Operations Services Lead) or other associates as necessary. Perform customer service activities (e.g. check orders, account maintenance, address change). Provide excellent service at all times following the Banks Service Excellence guidelines.
10% - Teamwork: Foster teamwork with fellow associates in the branch as a whole. Maintain helpful and courteous interactions with others and keep communication lines open.
10% -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.
High school diploma or GED with a minimum of 9 months experience in a cash handling, sales or customer service role.
High school diploma or GED with a minimum of 6 months experience as Sales & Service Representative I at First Citizens Bank.
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