Branch Banking: Sales & Service Pro

First Citizens Bank; Tulsa (OK); On-site; USD 26,000 - 38,000; Full time

Job summary

First Citizens Bank in Tulsa, OK seeks a Sales and Service Representative to process transactions, educate customers on bank capabilities, and support branch sales goals. You will identify opportunities and refer clients to the appropriate team members while delivering excellent service in a fast-paced environment.

The role emphasizes financial literacy, knowledge of retail banking products, and strong customer-service skills.

Qualifications

• Financial literacy required.
• Knowledge of retail banking products and services.

Responsibilities

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities and address immediate needs.
• Follow regulations and bank policies to manage risk and ensure operational efficiency.

Skills

Financial literacy

Retail banking

Education

High School Diploma or GED

Job description

First Citizens Bank in Tulsa, OK seeks a Sales and Service Representative to process transactions, educate customers on bank capabilities, and support branch sales goals. You will identify opportunities and refer clients to the appropriate team members while delivering excellent service in a fast-paced environment.

The role emphasizes financial literacy, knowledge of retail banking products, and strong customer-service skills.