Bank Sales & Service Representative (Universal Banker)

First Citizens Bank; Los Angeles (CA); On-site; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to join their branch team in Los Angeles. This role involves processing transactions, providing customer service, and facilitating customer education on banking services. Ideal candidates will have strong communication skills, customer service experience, and a high school diploma. Join a team that values adaptability and teamwork while making a difference in customers' banking experiences.

Qualifications

• At least 6 months of customer service experience.
• Preferred experience in sales and bilingual in Spanish/English.
• Knowledge of retail banking products and services.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately and efficiently.
• Facilitating customer awareness of digital banking capabilities.

Skills

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

Pay: Competitive

Employment type: Full-Time

Job Description

• Req#: 17820
• 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.
• Desired Skills and Attributes: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation.
  Customer Service Skills: Demonstrates professionalism and empathy in customer interactions.
  Adaptability: Ability to learn and adapt quickly to new information and technology.
  Teamwork: Builds strong working relationships within the team and cross-functionally.
  Flexibility: Handles multiple demands and shifts priorities efficiently.
  Agility: Processes information and resolves problems quickly.

Responsibilities

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

1. Engaging customers 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 team members or bank partners for solutions.

The pay range is generally $18.55 to $30.16 per hour, based on experience. First Citizens offers a comprehensive benefits program, details of which can be reviewed here.

Qualifications

• High School Diploma or GED.
• At least 6 months of customer service experience.
• Preferred experience in sales, bilingual in Spanish/English, financial literacy, and knowledge of retail banking products and services.

About the company

First Citizens commercial banking helps you find solutions, services, and products that fit your business needs.

Notice

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Reasonable accommodations are provided for applicants with disabilities. Contact: [e-mail] or 407-000-0000.

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