Banking Sales & Service Associate

First Citizens; Bellevue (WA); On-site; USD 26,000 - 35,000; Full time

Job summary

First Citizens Bank in Bellevue, WA is seeking a Sales and Service Representative to process transactions, educate customers on bank capabilities, and support branch sales efforts by referring opportunities to partners. You will nurture relationships, handle inquiries, and promote products while maintaining strong cash-handling discipline.

The role emphasizes teamwork, adaptability, and effective communication in a fast-paced branch setting.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling.
• Knowledge of retail banking products and services.
• Financial literacy is required to understand and explain bank services to customers.

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.
• 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.

Skills

Financial literacy

Knowledge of retail banking products

Education

High School Diploma or GED

Job description

First Citizens Bank in Bellevue, WA is seeking a Sales and Service Representative to process transactions, educate customers on bank capabilities, and support branch sales efforts by referring opportunities to partners. You will nurture relationships, handle inquiries, and promote products while maintaining strong cash-handling discipline.

The role emphasizes teamwork, adaptability, and effective communication in a fast-paced branch setting.