Bank Sales & Service Specialist: Grow Client Relationships

First Citizens

Oklahoma City (OK)

On-site

USD 28,000 - 38,000

Full time

2 days ago
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Job summary

First Citizens Bank is seeking a Sales and Service Representative to assist customers in a branch setting, handle transactions, and provide excellent service. The role supports branch sales by recognizing opportunities and referring clients to the right bank partner.

Candidates should be ready to engage customers, explain banking products, and uphold service standards. The ideal candidate will have a High School Diploma or GED and at least 6 months of customer service experience, with a focus on

Qualifications

  • Communication and interpersonal skills to engage customers proactively.
  • Professionalism and empathy in customer interactions.
  • Ability to support sales by identifying client needs and referring to specialists.

Responsibilities

  • Process transactions and customer service requests in the branch.
  • Educate customers on bank capabilities, tools, and resources.
  • Identify and refer sales opportunities to appropriate bank partners.

Skills

Communication Skills
Customer Service Skills
Sales Skills
Adaptability
Teamwork
Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to assist customers in a branch setting, handle transactions, and provide excellent service. The role supports branch sales by recognizing opportunities and referring clients to the right bank partner.

Candidates should be ready to engage customers, explain banking products, and uphold service standards. The ideal candidate will have a High School Diploma or GED and at least 6 months of customer service experience, with a focus on

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