Banking Service & Sales Specialist

First Citizens Bank; La Verne (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

First Citizens Bank in La Verne, CA is seeking a Sales and Service Representative to process transactions and assist customers with bank services. You will educate customers on bank capabilities and refer opportunities to the appropriate partner.

The role emphasizes communication, professionalism, and teamwork to support the branch sales efforts and ensure accurate, compliant service delivery.

Qualifications

• High school diploma or GED required.
• 6 months customer service or cash handling experience.
• Knowledge of retail banking products is a plus.

Responsibilities

• Initiate conversation to uncover sales or referral opportunities.
• Comply with regulations and bank policies to manage risk and ensure accurate processing.

Skills

Communication

Customer service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in La Verne, CA is seeking a Sales and Service Representative to process transactions and assist customers with bank services. You will educate customers on bank capabilities and refer opportunities to the appropriate partner.

The role emphasizes communication, professionalism, and teamwork to support the branch sales efforts and ensure accurate, compliant service delivery.