Sales & Service Representative (Universal Banker)

First Citizens; Denver, City of Rochester (CO, NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Join First Citizens as a Sales and Service Representative, where you'll engage customers and provide essential banking services. This role involves processing transactions, facilitating customer education on banking tools, and supporting sales efforts. Ideal candidates will have strong communication skills and a customer-centric approach, with opportunities for growth within the bank.

Qualifications

• 6 months customer service experience required.
• 1+ years banking experience preferred.
• Knowledge of retail banking products and services is a plus.

Responsibilities

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

Skills

Communication Skills - Interpersonal

Customer Service Skills

Adaptability

Teamwork

Flexibility

Agility

Education

High School Diploma or GED

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 prior banking experience is highly preferred
  • Working knowledge of retail banking products and services
  • Experience with working in a cash vault
  • Experience with making sales calls or meeting/exceeding sales metrics
  • Strong ability to communicate professionally, both written and verbal
  • A "people person" mentality - open to engaging in conversations with clients and able to provide exceptional customer service

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.

If hired in Colorado, the base pay for this position is generally between $18.50 and $32.06. 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. #LI-KL1