Experience:
1-3 years of experience
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Employment Type:
Full time
Posted:
7/29/2017
Job Category:
Sales
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Sales & Service Representative Job
First Citizens Bank | Mount Pleasant, South Carolina
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Job Description

Sales & Service Representative
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Job ID #: 28942
Location: SC-Mt Pleasant
Functional Area: Branch Retail - Operations
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 2 years
Days and Hours: Mon-Fri 8:15-5:15
Physical Address: 2676 Hwy 17 N, Mt Pleasant, SC 29466
Department Name: Mt Pleasant 17 North


Position Description

Handle basic to complex service and maintenance; open deposit accounts; deliver access products and services; loan products sold are credit card and check line reserve; identify referrals for branch and specialty partner sales; backs up teller line as needed. Used in branches when minimal additional sales support is needed.

Principal Accountabilities:

Sales Scorecard:
Achieve sales scorecard expectations.
Achieve sales results with an appropriate distribution of performance across products that align with intended job functions and market opportunity.
Achieve sales results that align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Operational Scorecard:
Achieve operational scorecard expectations.

Sales & Service - Relationship Expansion:
Develop and implement a customer outreach plan for retaining relationships and sourcing new business through the existing portfolio.
Use a needs based, customer centric selling approach to create value for both the customer and the bank.
Regularly create value added conversations with customers in servicing interactions to uncover opportunities to expand or retain a relationship.
Engage partners as appropriate to fulfill the needs of the customer.

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.

Position Requirements

Basic Qualifications:
Bachelor degree with no minimum work experience.
- or -
Associate degree with a minimum of 6 months experience in a sales or customer service representative role.
- or -
High school diploma or GED with a minimum of 2 years experience in a sales or customer service representative role.

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.