Branch Sales & Service Specialist

First Citizens; Meridian (ID); On-site; USD 32,000 - 42,000; Full time

Job summary

The First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in the branch. You will identify and refer sales opportunities to the right bank partners while delivering high-quality service and product knowledge.

Ideal candidates have strong communication, customer service, and adaptability skills, along with a collaborative mindset to work with teammates and cross-functional partners. Training provided.

Qualifications

• High School Diploma or GED and 6 months' customer service experience.
• Knowledge of retail banking products and services.
• Financial literacy.
• Sales

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
• Position Specific Skills:
• Financial literacy
• Knowledge of retail banking products and services
• Basic Qualifications:
• Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service
• Additional Skills and Experiences:
• Sales

Skills

Communication

Customer Service

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Job description

The First Citizens Bank is seeking a Sales and Service Representative to process transactions and assist customers in the branch. You will identify and refer sales opportunities to the right bank partners while delivering high-quality service and product knowledge.

Ideal candidates have strong communication, customer service, and adaptability skills, along with a collaborative mindset to work with teammates and cross-functional partners. Training provided.