Bank Sales & Service Representative (Universal Banker/Teller)

First Citizens; Woodstock; On-site; CAD 30,000 - 60,000; Full time

Job summary

Join a forward-thinking company as a Sales and Service Representative, where your people skills can shine. In this role, you will engage with customers to understand their banking needs, process transactions, and provide essential account servicing. You'll facilitate customer education on banking services and collaborate with your branch team to ensure a seamless experience. This position offers an opportunity to make a meaningful impact in the community while developing your career in the banking sector. If you thrive in a dynamic environment and enjoy helping others, this role is perfect for you.

Qualifications

• High School Diploma or GED required with 6 months of customer service experience.
• Knowledge of retail banking products preferred.

Responsibilities

• Engage customers to understand their banking needs and preferences.
• Process transactions accurately and assist with account servicing.

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

Overview

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:

1. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
2. Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
3. Adaptability: Has the ability to learn and adapt quickly to new information and technology
4. Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
5. Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
6. Agility: Able to process information and move quickly through problem resolution

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

1. Engaging customers in conversation to understand their banking needs and preferences
2. Processing transactions accurately and efficiently
3. Providing assistance with account servicing needs
4. Facilitating customer awareness and education of bank services, including digital banking capabilities
5. 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 6 months customer service experience

Preferred Area of Experience: Knowledge of retail banking products and services