Banking Sales & Service Specialist

First Citizens Bank; Wellesley (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

First Citizens Bank is hiring a Sales and Service Representative in Massachusetts. The role focuses on processing transactions, educating customers about bank capabilities, and supporting branch sales by referring opportunities to bank partners.

Strong communication and customer service skills are essential. Qualifications include a high school diploma or GED, 6 months in customer service, banking experience or cash handling, and prior sales experience.

Qualifications

• High School Diploma or GED.
• 6 months customer service experience.
• 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker.
• 1+ years of recent, high volume cash-handling (USD).
• Previous sales experience.

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to the appropriate bank partner.
• Foster collaborative partnerships to deliver value for customers and colleagues.
• Listen actively, ask questions, and address customer needs; follow bank policies.

Skills

Communication

Customer service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank is hiring a Sales and Service Representative in Massachusetts. The role focuses on processing transactions, educating customers about bank capabilities, and supporting branch sales by referring opportunities to bank partners.

Strong communication and customer service skills are essential. Qualifications include a high school diploma or GED, 6 months in customer service, banking experience or cash handling, and prior sales experience.