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Bank Sales and Service Lead (Banking Center Sales & Ops Lead)

First Citizens Bank
Posted 6 days ago, valid for 25 days
Location

San Antonio, TX 78288, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • This position manages operations for a banking center and processes teller transactions and customer service requests.
  • Candidates must have a Bachelor's Degree with 0 years of experience or a High School Diploma/GED with 2 years of relevant experience in financial services or customer service.
  • The role involves fostering partnerships to deliver value, uncovering sales opportunities, and ensuring compliance with bank policies and regulations.
  • The position requires skills in financial literacy, business lending, and operations management, with a focus on optimizing performance and operational efficiency.
  • Salary details were not provided in the job description.
Overview

This position manages operations for a banking center. Processes teller transactions and other customer service requests. Facilitates customer awareness and education of bank capabilities, tools and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a banking center team.


Responsibilities

  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

Bachelor's Degree and 0 years of experience in Financial services, customer service or bank operations or branch operations management OR High School Diploma or GED and 2 years of experience in Financial services, customer service or bank operations or branch operations management

 

Preferred Qualifications:

Bank Sales and Operations managerment or supervisory experience 

 

Skill(s): Financial literacy, Knowledge of business lending, deposit and cash management solutions, Operations management

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.




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