Bank Branch Sales & Service Advisor

First Citizens Bank; Santa Monica (CA); On-site; USD 57,308,000 - 80,231,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative in our branch to process transactions and deliver excellent customer service while educating customers about bank tools and resources.

You will identify sales opportunities and refer clients to the right bank partner, maintain compliance, and support team goals in a fast-paced environment. The role emphasizes adaptability, teamwork, and a customer-centric approach.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling.
• Preferred experience in sales and banking.
• Strong communication and interpersonal skills.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities and refer sales opportunities.
• Ensure compliance with regulations, policies and risk controls.
• Support branch sales efforts by partnering with bank teams.

Skills

Communication Skills

Customer Service Skills

Sales Skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative in our branch to process transactions and deliver excellent customer service while educating customers about bank tools and resources.

You will identify sales opportunities and refer clients to the right bank partner, maintain compliance, and support team goals in a fast-paced environment. The role emphasizes adaptability, teamwork, and a customer-centric approach.