Bank Sales & Service Representative (Universal Banker)

First Citizens Bank; Bellevue (WA); On-site; USD 26,000 - 37,000; Full time

Job summary

First Citizens Bank in Bellevue, WA is seeking a Sales and Service Representative to process transactions, assist customers with account servicing, and educate clients about bank capabilities, including digital tools.

You will support branch sales by identifying opportunities and referring clients to the right bank partner, while delivering courteous service and building strong relationships with customers and teammates.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling
• Preferred Area of Experience: Sales, previous banking
• Skill(s): Financial literacy, Knowledge of retail banking products and services

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

Skills

Communication skills

Customer service

Sales skills

Adaptability

Teamwork

Flexibility

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

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

• 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 6 months customer service, cash handling

Preferred Area of Experience: Sales, previous banking

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $19.72 to $27.00 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.