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Sales & Service Representative
First Citizens Bank
Pittsboro, NC, United States
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Perform teller transactions; basic service and maintenance; deliver access products and services; identify referrals for branch and specialty partner sales. Entry level with less than 1 year experience.
Principal Accountabilities:
Operational Scorecard:
Achieve operational scorecard expectations.
Service & Sales Referrals:
Regularly create value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.
Use problem-solving, listening, understanding and responding techniques to address a customer's immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.
Risk Mitigation:
Adhere to all regulations and Bank policies, procedures and delegated authorities.
Manage credit, operational, reputational, regulatory and legal risks related to personal interactions, customer transactions and financial exposures.
Act as a first line of defense in the identification of risk.
Complete required training and any Continuing Education by established deadlines.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
This position could be filled as an SSR I or SSR IIHigh school diploma or GED with a minimum of 6 months experience in a cash handling, sales or customer service role.