Customer Sales & Service Specialist

First Citizens; Houston (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

First Citizens Bank in Houston is seeking a Sales and Service Representative to process transactions, answer customer questions, and educate clients about bank capabilities. You will support branch sales by identifying opportunities and referring customers to the right partner.

The role emphasizes communication, customer service, adaptability, teamwork, and flexibility while maintaining accuracy, compliance, and a customer-focused approach to deliver value to the branch and its customers.

Qualifications

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

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.
• Operations & 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.

Skills

Communication skills

Customer service

Sales skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Houston is seeking a Sales and Service Representative to process transactions, answer customer questions, and educate clients about bank capabilities. You will support branch sales by identifying opportunities and referring customers to the right partner.

The role emphasizes communication, customer service, adaptability, teamwork, and flexibility while maintaining accuracy, compliance, and a customer-focused approach to deliver value to the branch and its customers.