Bank Float Sales
2 weeks ago
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
The successful candidate will demonstrate:
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
This is a float position and will require travel to provide coverage to five branches in the Charlotte area including two in Fort Mill, two in Rock Hill and one in York. Mileage will be reimbursed. Must possess a valid driver's license as position requires frequent driving to other offices.
Responsibilities:
The essential functions of the job include, but are not necessarily limited to, the following:
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
This position will provide coverage to multiple branches.
Qualifications:High School Diploma or GED and 6 months customer service experience
Preferred Area of Experience: Sales
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required
Skill(s): Financial literacy, Knowledge of retail banking products and services
Bilingual preferred but not required.
-
Bank Float Sales
4 days ago
Charlotte, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Bank Float Sales
3 days ago
Charlotte, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Bank Float Sales
1 month ago
Charlotte, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...
-
Bank Float Sales
3 weeks ago
Charlotte, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...
-
Bank Sales
1 week ago
Charlotte, United States First Citizens Bank Full timeOverview Are you a people? person Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Bank Sales
1 week ago
Charlotte, United States First Citizens Bank Full timeOverview Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...
-
Bank Sales
4 weeks ago
Charlotte, North Carolina, United States First Citizens Bank Full timeOverview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...
-
Charlotte, North Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Charlotte, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Treasury Sales Analyst
5 days ago
Charlotte, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Sales Analyst, Treasury, Sales, Analyst, Client Relations, Skills, Banking
-
U.S. Private Bank
2 weeks ago
Charlotte, United States JPMorgan Chase Bank, N.A. Full timeU.S. Private Bank - Private Banker - Executive Director or Vice President Charlotte, NC Mar 06, 2024 Accounting Executive Finance Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an...
-
Branch Manager
5 days ago
Charlotte, United States Ameris Bank Full time** Branch Manager** **Job Category****:** Branch Banking **Requisition Number****:** BRANC002900 Showing 1 location **Job Details** **Description** Ameris Bank is a high-performing community bank providing an exceptional customer experience with well trained, empowered employees. At Ameris, we look outside conventional wisdom and processes to find new...
-
Mortgage Banker Market Specialist
6 days ago
Charlotte, United States First Citizens Bank Full timeOverview: This position aids fair lending and community goals by providing mortgages for culturally diverse organizations. Originates government, conventional, nonconforming, construction, and permanent mortgage products to strategically drive diverse loan production. Leverages mortgage business opportunities through a variety of sales techniques, including...
-
Mortgage Banker Market Specialist
3 weeks ago
Charlotte, United States First Citizens Bank Full timeOverview: This position aids fair lending and community goals by providing mortgages for culturally diverse organizations. Originates government, conventional, nonconforming, construction, and permanent mortgage products to strategically drive diverse loan production. Leverages mortgage business opportunities through a variety of sales techniques, including...
-
Charlotte, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** You are customer focused, enjoy building relationships and providing financial advice to your clients. A Business Development Officer role is for you. As a Business Development Officer in Middle Market Banking, you are responsible for growing and retaining profitable relationships, while championing a culture of innovation and a...
-
Private Banker II
2 days ago
Charlotte, United States First Citizens Bank Full timeOverview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...
-
Private Banker II
6 days ago
Charlotte, United States First Citizens Bank Full timeOverview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...
-
Global Leasing Sales Support Manager
3 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Commercial Banker
4 weeks ago
Charlotte, United States Dogwood State Bank Full timeJoin Dogwood, a North Carolina state-chartered community bank recently named as a Best Employer in North Carolina for 2023! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our...
-
Account Executive, Banking
2 weeks ago
Charlotte, United States Wipro Full timeAccount Executive- Banking & Financial Services (Minneapolis or Dallas) Wipro's Banking & Financial Services Sector provides industry leading solutions across IT and Business Operations; including Investment Management and Asset Servicing, Global Markets, Wealth Management, Data Management, Post-trade Services and Risk and Compliance. We drive innovation of...