Branch Sales & Service Specialist

First Citizens Bank; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Houston seeks a Sales and Service Representative to process transactions and customer requests, educate customers on bank tools, and refer sales opportunities to bank partners. The role emphasizes service quality, compliance, and customer-centric banking in a busy branch environment.

The candidate should have experience in banking, cash handling, and a background in sales, with a strong focus on teamwork, adaptability, and proactive customer engagement.

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

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
• Operations & Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Skills

Communication Skills

Customer Service Skills

Sales Skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Houston seeks a Sales and Service Representative to process transactions and customer requests, educate customers on bank tools, and refer sales opportunities to bank partners. The role emphasizes service quality, compliance, and customer-centric banking in a busy branch environment.

The candidate should have experience in banking, cash handling, and a background in sales, with a strong focus on teamwork, adaptability, and proactive customer engagement.