Sales & Service Representative (Universal Banker)

First Citizens; Boulder (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading bank is looking for a Sales and Service Representative at their Boulder branch. The role includes processing transactions, assisting customers with account needs, and promoting bank services. Ideal candidates will have strong communication skills and relevant experience in customer service and banking.

Qualifications

• 1+ years of recent cash-handling experience is preferred.
• 1+ years of banking experience.
• Professional communication skills, written and verbal.

Responsibilities

• Engaging customers to understand their banking needs.
• Processing transactions accurately.
• Providing account servicing assistance.
• Facilitating education on bank services.

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

Tools

Microsoft Office Suite

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

• High School Diploma or GED and 6 months customer service experience
• Preferred Skills and Experiences:
  • 1+ years of recent cash-handling experience is highly preferred
  • 1+ years of recent banking experience
  • 1+ years of experience in sales; experience with reaching out to current and prospective clients, upselling, and/or cross-selling
  • Professional communication skills, written and verbal
  • Strong attention to detail
  • Working knowledge of Microsoft Office Suite

Please note that this position works full-time in branch and will require daily commute to 1601 28th Street, Boulder, CO 80301.

This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $18.50 and $32.06 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.