Dynamic Universal Banker - Customer Service & Sales

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

Job summary

First Citizens Bank is seeking a Sales and Service Representative at a Massachusetts branch to process transactions and assist customers with banking needs. The role supports branch sales by identifying opportunities and referring customers to the appropriate team member.

The ideal candidate will have customer service experience, basic banking exposure, and a collaborative mindset to work within a team and adapt to banking tools and processes.

Qualifications

• High School Diploma or GED required.
• 6 months of customer service experience minimum.
• 1+ years of recent banking experience preferred.
• 1+ years of cash-handling experience in USD currency.
• Previous sales experience a plus.

Responsibilities

• Service Standards - foster partnerships and initiate conversations to uncover sales or referral opportunities; use tools and coaching to optimize activities.
• Operations & Administration - comply with regulations, bank policies, and procedures; manage risk and ensure operational efficiency.

Skills

Customer service

Sales

Cash handling

Banking experience

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative at a Massachusetts branch to process transactions and assist customers with banking needs. The role supports branch sales by identifying opportunities and referring customers to the appropriate team member.

The ideal candidate will have customer service experience, basic banking exposure, and a collaborative mindset to work within a team and adapt to banking tools and processes.