Bank Sales & Service Associate — Drive Customer Solutions

First Citizens; Beverly Hills (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative in Beverly Hills to handle transactions, assist customers, and educate on bank capabilities. You will support sales efforts by identifying referral opportunities for the branch team and referring clients to the appropriate bank partner.

Ideal candidates have a high school diploma or GED with at least 6 months of customer service or cash handling experience, plus strong communication and teamwork skills for a fast-paced environment.

Qualifications

• Excellent communication and empathy in customer interactions.
• Willingness to engage customers and uncover sales opportunities.
• Ability to learn bank tools and procedures quickly.

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to the appropriate bank partner.

Skills

Interpersonal

Customer Service

Sales Skills

Adaptability

Teamwork

Flexibility

Job description

First Citizens Bank is seeking a Sales and Service Representative in Beverly Hills to handle transactions, assist customers, and educate on bank capabilities. You will support sales efforts by identifying referral opportunities for the branch team and referring clients to the appropriate bank partner.

Ideal candidates have a high school diploma or GED with at least 6 months of customer service or cash handling experience, plus strong communication and teamwork skills for a fast-paced environment.