Sales & Service Representative (Universal Banker)

First Citizens; Boston (MA); On-site; USD 38,000 - 50,000; Full time

Job summary

Join a leading bank as a Sales and Service Representative in Boston. Engage with customers, process transactions, and support sales efforts. Ideal candidates will have strong communication and customer service skills, with a focus on teamwork and adaptability.

Qualifications

• 6 months of customer service experience required.
• 1+ years of recent experience in a cash-handling role.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately and efficiently.
• Facilitating customer awareness of bank services.

Skills

Communication Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Overview

Are you a people person? Be a First Citizens person. Join our branch team and make a difference.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. 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 conversation
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
• Adaptability: Has the ability to learn and adapt quickly to new information and technology
• Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
• Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
• Agility: Able to process information and move quickly through problem resolution

Responsibilities

The essential functions of the job include, but are not necessarily limited to, the following:

• Engaging customers in conversation to understand their banking needs and preferences
• Processing transactions accurately and efficiently
• Providing assistance with account servicing needs
• Facilitating customer awareness and education of bank services, including digital banking capabilities
• Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs

Qualifications

Basic Qualifications: High School Diploma or GED and 6 months of customer service experience

Required Skills and Experience:

• 1+ years of recent experience in a cash-handling role
• Professional communication skills, both written and verbal

Preferred Skills and Experience:

• 1+ years in a retail banking environment is highly preferred
• Sales support (cold-calling, marketing, etc.)
• Working knowledge of Microsoft Office

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-AM3