Bank Sales & Service Rep (Universal Banker)

First Citizens Bank; Kansas City (MO); On-site; USD 21,000 - 29,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process branch transactions, handle customer inquiries, and educate customers on banking tools and services. The role includes identifying sales opportunities and referring them to the appropriate bank partner while supporting the branch team in achieving sales and service goals.

The position emphasizes strong communication, customer service, and adaptability, with collaboration across branch staff to deliver value to customers

Qualifications

• High School Diploma or GED required.
• 6 months customer service and cash handling experience preferred.
• Sales experience or prior banking experience considered a plus.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities, tools, and resources.
• Identify and refer sales opportunities to the appropriate bank partner.
• Support branch team by contributing to sales and customer service goals.

Skills

Financial literacy

Retail banking knowledge

Education

High School Diploma or GED

Job description

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 & Qualifications

Duties & Responsibilities:

Service Standards - 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 way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Operations and Administration - 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.

Position Specific Skills:

• Financial literacy
• Knowledge of retail banking products and services

Qualifications:

Minimum Required Education and Experience: High School Diploma or GED 6 months customer service, cash handling

Preferred Area of Experience:Sales, previous banking

Additional Information

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.