Sales & Service Representative (Universal Banker) at First Citizens Bank | CA, US | Rezi

Sales & Service Representative (Universal Banker) at First Citizens Bank

Sales & Service Representative (Universal Banker)

First Citizens Bank · CA, US

2 weeks ago

Sales & Service Representative (Universal Banker)

First Citizens Bank · CA, US

20 days ago
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About the Role

The Sales and Service Representative processes transactions and customer service requests, educates customers on bank capabilities, and supports branch sales efforts by identifying and referring opportunities.

Responsibilities

  • 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 ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • 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.

Requirements

  • High School Diploma or GED
  • 6 months customer service experience
  • 6 months cash handling experience

Skills

  • Communication Skills - Interpersonal
  • Customer Service Skills
  • Sales Skills
  • Adaptability
  • Teamwork
  • Flexibility
  • Financial literacy
  • Knowledge of retail banking products and services

Experience Level

  • 6 months customer service
  • 6 months cash handling

Education Level

  • High School Diploma or GED

Salary/Compensations

  • $20.00 to $28.00 per hour

Benefits

  • Competitive, thoughtfully designed and quality benefits program

About the Company

  • At First Citizens Bank, together we become better.
  • We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.