Branch Sales & Service Specialist

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

Job summary

First Citizens Bank in Walnut Creek is seeking a Sales and Service Representative to process transactions and deliver exceptional customer service. You will educate customers about bank capabilities and identify opportunities to refer sales to the appropriate partner teams.

The role emphasizes communication, adaptability, teamwork, and a proactive approach to client needs, with a base hourly pay between $20 and $28 and potential bonuses based on performance and location.

Qualifications

• High School Diploma or GED required; 6 months of customer service or cash handling preferred.
• Sales experience or banking exposure is preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Service Standards: Initiate conversations to uncover sales or referral opportunities.
• Operations and Administration: Comply with regulations, policies and procedures to manage risk and maintain efficiency.

Skills

Communication skills

Customer service

Sales skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Walnut Creek is seeking a Sales and Service Representative to process transactions and deliver exceptional customer service. You will educate customers about bank capabilities and identify opportunities to refer sales to the appropriate partner teams.

The role emphasizes communication, adaptability, teamwork, and a proactive approach to client needs, with a base hourly pay between $20 and $28 and potential bonuses based on performance and location.