Sales & Service Representative (Universal Banker)

First Citizens; Norman (OK); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Sales and Service Representative where your people skills can shine. This role is pivotal in engaging customers, processing transactions, and providing exceptional service. You'll educate clients about banking tools and resources, while also supporting the sales efforts of your team. With a focus on adaptability and teamwork, you'll thrive in an environment that values professionalism and empathy. If you're ready to make a difference in the banking experience, this is the perfect opportunity for you.

Qualifications

• High School Diploma or GED with at least 6 months of customer service experience.
• Preferred experience in sales and knowledge of retail banking products.

Responsibilities

• Engaging customers to understand their banking needs and preferences.
• Processing transactions accurately and efficiently.
• Educating customers about bank services, including digital banking.

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 handling customer service requests in the branch. They facilitate customer awareness and education about bank capabilities, tools, and resources. They also support the sales efforts of the branch team by identifying and referring sales opportunities to the appropriate bank partners.

Key Skills and Attributes

The successful candidate will demonstrate:

• Communication Skills - Interpersonal: Comfortable and confident engaging in conversations proactively
• Customer Service Skills: Demonstrates professionalism and empathy during interactions
• Adaptability: Quickly learns and adapts to new information and technology
• Teamwork: Builds strong working relationships within the team and across functions
• Flexibility: Handles multiple demands and shifts priorities efficiently
• Agility: Processes information swiftly to resolve problems

Responsibilities

The essential functions include, but are not limited to:

• Engaging customers to understand their banking needs and preferences
• Processing transactions accurately and efficiently
• Assisting with account servicing needs
• Educating customers about bank services, including digital banking
• Introducing customers to other team members or bank partners for solutions

Qualifications

High School Diploma or GED with at least 6 months of customer service experience. Preferred experience in sales. Knowledge of retail banking products and financial literacy are desirable.

Benefits are a key part of total rewards. First Citizens Bank offers a competitive and comprehensive benefits program. More information is available at https://jobs.firstcitizens.com/benefits.