Client-Centered Banking Advisor - Sales & Service

First Citizens Bank; Palo Alto (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative in Palo Alto to process transactions, educate customers on bank capabilities, and support branch sales efforts by referring opportunities to the appropriate team members.

The role emphasizes strong communication, customer service, adaptability and teamwork, with base pay described as hourly and potential incentives and benefits as part of total compensation.

Qualifications

• High School Diploma or GED required; 6 months of customer service and cash handling.
• Preferred area of experience: sales and banking experience.
• Skills: financial literacy and knowledge of retail banking products and services.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers and colleagues; identify sales or referral opportunities.
• Operations and Administration - Adhere to regulations and bank policies to manage risk and ensure operational efficiency.

Skills

Financial literacy

Knowledge of retail banking products

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative in Palo Alto to process transactions, educate customers on bank capabilities, and support branch sales efforts by referring opportunities to the appropriate team members.

The role emphasizes strong communication, customer service, adaptability and teamwork, with base pay described as hourly and potential incentives and benefits as part of total compensation.