Banking Sales & Service Advisor

First Citizens; Oklahoma City (OK); Presencial; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

First Citizens Bank is seeking a Sales and Service Representative in Oklahoma City to process transactions and handle customer requests while educating customers about bank products and services. The role supports the branch team by identifying sales opportunities and referring clients to the appropriate partners.

The position emphasizes communication, empathy, and adaptability, with responsibilities spanning customer interactions, compliance, and teamwork to drive branch goals.

Qualificações

• High School Diploma or GED required.
• Minimum 6 months of customer service experience.
• Sales experience preferred.

Responsabilidades

• Foster collaborative partnerships that deliver value for customers and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively to understand customer needs and preferences and address them promptly.
• Follow bank policies and regulations to manage risk in customer interactions and transactions.
• Complete required training by deadlines and support branch initiatives.
• Perform general office management duties to ensure operational efficiency.

Conhecimentos

Communication

Customer service

Sales

Adaptability

Teamwork

Flexibility

Formação académica

High School Diploma or GED

Descrição da oferta de emprego

First Citizens Bank is seeking a Sales and Service Representative in Oklahoma City to process transactions and handle customer requests while educating customers about bank products and services. The role supports the branch team by identifying sales opportunities and referring clients to the appropriate partners.

The position emphasizes communication, empathy, and adaptability, with responsibilities spanning customer interactions, compliance, and teamwork to drive branch goals.