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First Citizens BancShares

Full-service bank offering loans and investments

Float Sales & Service Representative

Retail & Commercial BankingUpdated on Nov 7
Full-timeWoodruff, SC, USANo salary listed

About the Job

Requirements

  • High school diploma or GED and six months of customer service experience.
  • Knowledge of branch banking operations and transaction processing.
  • Written and verbal communication skills.
  • Ability to build productive relationships and demonstrate attention to detail.
  • Ability to travel routinely between the Woodruff and Landrum branches and occasionally to the Columbus branch.

Responsibilities

  • Process transactions and other customer service requests in the branch.
  • Facilitate customer awareness and education about bank capabilities, tools, and resources.
  • Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
  • Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand customer needs and preferences, and take prompt action to address immediate needs.
  • Seek coaching, support bank initiatives, and leverage tools to enhance activities and optimize performance.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks associated with personal interactions, customer transactions, and financial exposures.
  • Complete required training by established deadlines.
  • Perform general office management duties as assigned to ensure operational efficiency.
  • Ensure accuracy and operational efficiency when taking deposits.

Desired Qualifications

  • Demonstrate confidence and comfort proactively engaging in conversation.
  • Demonstrate professionalism and empathy in customer interactions.
  • Learn and adapt quickly to new information and technology.
  • Build strong working relationships with teammates and cross-functional partners.
  • Handle multiple demands and shift priorities as needed to work efficiently.
  • Process information and move quickly through problem resolution.

About the Company

First Citizens BancShares

Full-service bank offering loans and investments

First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company size
10,001+
Company stage
IPO
Headquarters
Raleigh, NC
Founded
1898

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