Customer-First Banking Sales & Service Pro

First Citizens; Wellesley (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

First Citizens Bank in Massachusetts seeks a Sales and Service Representative to handle daily transactions, assist customers, and educate them on bank capabilities. You will identify sales opportunities and refer them to the appropriate team members, while delivering friendly, accurate service across a busy branch.

The role requires strong communication, customer service, and teamwork, with the ability to adapt quickly to new information and procedures.

Qualifications

• High School Diploma or GED
• 6 months customer service experience
• 1+ years of banking experience, ideally as a Bank Teller or Universal Banker
• 1+ years of cash-handling ($USD)
• Previous sales experience

Responsibilities

• Service Standards - Foster partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities, listen and ask questions, address immediate needs, and leverage tools to improve performance.
• Operations & Administration - Comply with regulations, policies, procedures, and authorities to manage risk and ensure accuracy and efficiency in transactions and finances.

Skills

Communication

Customer service

Sales

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Massachusetts seeks a Sales and Service Representative to handle daily transactions, assist customers, and educate them on bank capabilities. You will identify sales opportunities and refer them to the appropriate team members, while delivering friendly, accurate service across a busy branch.

The role requires strong communication, customer service, and teamwork, with the ability to adapt quickly to new information and procedures.