Branch Sales & Service Specialist

First Citizens Bank; Irvine (CA); On-site; USD 2,755,000 - 3,720,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative in Irvine, CA. You will handle transactions, assist customers, and educate clients about bank products and services while supporting the branch team’s sales efforts.

The role requires strong customer service skills, reliability and the ability to identify opportunities for referrals to the right bank partners. Training and regulatory compliance are part of daily duties.

Qualifications

• High School Diploma or GED and at least 6 months of customer service or cash handling experience.
• Sales experience or familiarity with banking products is preferred.

Responsibilities

• Provide outstanding customer service and identify sales or referral opportunities within the branch.
• Process transactions accurately, follow regulations and complete banking operations with attention to risk and compliance.

Skills

Financial literacy

Retail banking knowledge

Customer service

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative in Irvine, CA. You will handle transactions, assist customers, and educate clients about bank products and services while supporting the branch team’s sales efforts.

The role requires strong customer service skills, reliability and the ability to identify opportunities for referrals to the right bank partners. Training and regulatory compliance are part of daily duties.