Bank Sales & Service Representative (Universal Banker)

First Citizens Bank

Canada

On-site

CAD 26,959 - 36,478

Full time

14 days+

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Benefits offered by this job

Competitive benefits program
Incentives and bonuses

Job summary

A prominent banking institution is seeking a Bank Sales & Service Representative (Universal Banker) in Canada. This role engages customers to address their banking needs, processes transactions efficiently, and facilitates awareness of banking services. Candidates should have a High School Diploma or GED with customer service experience. The position offers a competitive hourly rate ranging from $19.57 to $26.48. Join a team dedicated to making a positive impact in the community and delivering excellent customer service.

Qualifications

  • At least 6 months experience in customer service and cash handling.
  • Preferred experience in sales and previous banking experience.
  • Financial literacy and knowledge of retail banking products and services.

Responsibilities

  • Engage customers to understand their banking needs.
  • Process transactions accurately and efficiently.
  • Assist with account servicing needs.
  • Facilitate customer awareness of bank services.
  • Introduce customers to appropriate bank partners.

Skills

Communication Skills – Interpersonal
Customer Service Skills
Sales Skills
Adaptability
Teamwork
Flexibility

Education

High School Diploma or GED

Job description

Join to apply for the Bank Sales & Service Representative (Universal Banker) role at First Citizens Bank

Overview 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.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and 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
  • Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist
  • 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

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

Qualifications

  • High School Diploma or GED and at least 6 months experience in customer service and cash handling
  • Preferred experience: Sales, previous banking experience strongly preferred
  • Skills: Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $19.57 to $26.48 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

Industries

Banking and Financial Services

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