Bank Sales & Service Representative (Universal Banker)

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

Job summary

First Citizens Bank in Walnut Creek is seeking a Sales and Service Representative to process transactions and deliver exceptional customer service. You will educate customers about bank capabilities and identify opportunities to refer sales to the appropriate partner teams.

The role emphasizes communication, adaptability, teamwork, and a proactive approach to client needs, with a base hourly pay between $20 and $28 and potential bonuses based on performance and location.

Qualifications

• High School Diploma or GED required; 6 months of customer service or cash handling preferred.
• Sales experience or banking exposure is preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Service Standards: Initiate conversations to uncover sales or referral opportunities.
• Operations and Administration: Comply with regulations, policies and procedures to manage risk and maintain efficiency.

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 & 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 and 6 months customer service, cash handling
• Preferred Area of Experience: Sales, previous banking

Additional Information

The base pay for this position is generally between $20.00 to $28.00 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.