First Citizens Bank - Winchester, VA

posted 2 months ago

Full-time
Winchester, VA
Credit Intermediation and Related Activities

About the position

As a Sales and Service Representative (Bank Teller/Universal Banker) at First Citizens, you will play a vital role in our Winchester branch, located at 2147 Valley Avenue. This full-time position is designed for individuals who thrive in a customer-focused environment and are eager to make a positive impact on the lives of our clients. Your primary responsibility will be to process transactions and address various customer service requests, ensuring that each interaction is handled with professionalism and empathy. You will also be instrumental in facilitating customer awareness and education regarding the bank's capabilities, tools, and resources, thereby supporting the sales efforts of the branch team. This includes identifying and referring sales opportunities to the appropriate bank partner, which is essential for enhancing customer satisfaction and driving branch success. In this role, you will engage customers in meaningful conversations to understand their banking needs and preferences. You will be responsible for processing transactions accurately and efficiently, providing assistance with account servicing needs, and facilitating customer education on bank services, including digital banking capabilities. Additionally, you will introduce customers to other branch team members or bank partners who can provide tailored solutions for their financial needs. Your ability to communicate effectively, adapt to new information and technology, and work collaboratively with your team will be crucial to your success in this position.

Responsibilities

  • 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

Requirements

  • High School Diploma or GED
  • 6+ months of face-to-face customer service experience
  • 1+ years of recent cash-handling experience

Nice-to-haves

  • Sales support (cold-calling, appointment setting, etc.)
  • Prior experience in a retail banking setting
  • Strong ability to communicate, both written and verbal
  • Working knowledge of Microsoft Office products

Benefits

  • Comprehensive benefits program designed to support families
  • Customized offerings based on individual needs
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service