Branch Sales & Service Associate: Customer‑Centric Banker

First Citizens; Ontario (CA); On-site; USD 28,000 - 36,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process transactions, handle customer inquiries, and educate customers on banking capabilities. The role supports the branch sales effort by identifying and referring opportunities to the right bank partner.

The ideal candidate demonstrates strong communication, customer service, and sales skills, with adaptability and teamwork to thrive in a fast-paced branch environment.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling.
• Sales experience in banking is preferred.

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to the appropriate bank partner.
• Comply with bank regulations, policies, and training deadlines.
• Assist in providing excellent customer service and support to branch team.

Skills

Communication Skills

Customer Service Skills

Sales Skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to process transactions, handle customer inquiries, and educate customers on banking capabilities. The role supports the branch sales effort by identifying and referring opportunities to the right bank partner.

The ideal candidate demonstrates strong communication, customer service, and sales skills, with adaptability and teamwork to thrive in a fast-paced branch environment.