Sales & Service Representative (Universal Banker)

First Citizens; Omaha (NE); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking bank as a Sales and Service Representative, where your people skills can shine. In this role, you'll engage with customers to understand their banking needs, process transactions, and facilitate their awareness of various banking services. This position offers a unique opportunity to support sales efforts while building strong relationships within the team. With a focus on adaptability and teamwork, you'll thrive in a dynamic environment that values customer service and professional growth. If you are eager to make a difference in people's financial lives, this is the role for you.

Qualifications

• High School Diploma or GED required with no prior experience necessary.
• Financial literacy and knowledge of retail banking products preferred.

Responsibilities

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

Skills

Communication Skills

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

Candidate Qualities

The successful candidate will demonstrate:

• Communication Skills - Interpersonal: Comfortable and confident in proactively engaging in conversations.
• Customer Service Skills: Demonstrates professionalism and empathy in customer interactions.
• Adaptability: Ability to learn and adapt quickly to new information and technology.
• Teamwork: Strives to build strong working relationships within the team and cross-functionally.
• Flexibility: Capable of handling multiple demands and shifting priorities to ensure efficient work.
• Agility: Able to process information and resolve problems quickly.

Responsibilities

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

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

Qualifications

High School Diploma or GED with 0 years of experience in customer service within 6 months.

Preferred Area of Experience: Sales

License or Certification: None required

Skills: Financial literacy, knowledge of retail banking products and services.

Benefits are an integral part of total rewards. 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.