Sales & Service Representative Target

First Citizens; Omaha (NE); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank in Omaha, NE is seeking a Sales and Service Representative to process transactions and educate customers on bank capabilities. The role supports branch sales by identifying and referring opportunities to the appropriate team members and specialists.

We value financial literacy, knowledge of retail banking products, and strong customer service skills. Prior teller or cash-handling experience is highly regarded, along with teamwork and compliance with bank policies.

Qualifications

• High School Diploma or GED required.
• 6 months customer service experience required.
• 1+ years of recent banking experience preferred.
• 1+ years of cash-handling (USD) experience preferred.

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to branch team members or specialists.
• Foster partnerships to deliver value for customers and colleagues.
• Comply with bank policies and regulations to manage risk and accuracy.

Skills

Financial literacy

Retail banking products

Customer service

Education

High School Diploma or GED

6 months customer service experience

Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsSales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialistAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Responsibilities & Qualifications

Duties & 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. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

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. 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.

Position Specific Skills:

Financial literacy

Knowledge of retail banking products and services

Qualifications:

• Basic Qualifications:
  • High School Diploma or GED
  • 6 months customer service experience
• Additional Skills and Experiences:
  • 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker, is highly preferred
  • 1+ years of recent, high volume cash-handling ($USD)

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits #LI-KL1