Customer-Centric Bank Sales & Service Specialist

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

Job summary

First Citizens Bank in San Francisco seeks a Sales and Service Representative to process transactions, educate customers on bank capabilities, and refer sales opportunities to partners. The role emphasizes communication, empathy, and adaptability within a team-driven environment.

The position offers a base hourly wage between $20.00 and $28.00, with pay determined by skills, location, and experience. Opportunities for bonuses and benefits may apply as part of total rewards.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling.
• Preferred Area of Experience: Sales, previous banking.
• Skill(s): Financial literacy, Knowledge of retail banking products and services.

Responsibilities

• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
• 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.
• Qualifications: High School Diploma or GED and 6 months customer service, cash handling.

Skills

Communication

Customer Service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in San Francisco seeks a Sales and Service Representative to process transactions, educate customers on bank capabilities, and refer sales opportunities to partners. The role emphasizes communication, empathy, and adaptability within a team-driven environment.

The position offers a base hourly wage between $20.00 and $28.00, with pay determined by skills, location, and experience. Opportunities for bonuses and benefits may apply as part of total rewards.