Branch Banking: Sales & Service Specialist

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

Job summary

First Citizens Bank in Walnut Creek seeks a Sales and Service Representative to handle branch transactions and assist customers with bank services. You will learn and explain bank capabilities, and support the sales efforts by referring opportunities to specialists.

The successful candidate will demonstrate communication, empathy, and adaptability, thriving in a fast-paced environment while working with team members across the branch network.

Qualifications

• Strong communication and interpersonal skills.
• Proven customer service experience in a retail or banking setting.
• Ability to identify sales opportunities and refer to the appropriate team.

Responsibilities

• Foster partnerships to deliver value for customers and colleagues.
• Uncover sales or referral opportunities by asking questions.
• Ensure accuracy and efficiency in handling deposits and transactions.

Skills

Communication Skills

Customer Service Skills

Sales Skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Walnut Creek seeks a Sales and Service Representative to handle branch transactions and assist customers with bank services. You will learn and explain bank capabilities, and support the sales efforts by referring opportunities to specialists.

The successful candidate will demonstrate communication, empathy, and adaptability, thriving in a fast-paced environment while working with team members across the branch network.