Sales & Service Representative (Universal Banker)

First Citizens Bank; Wellesley (MA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Sales and Service Representative to join their branch team. This role offers the opportunity to make a meaningful impact by engaging with customers, understanding their banking needs, and providing exceptional service. You will be responsible for processing transactions, facilitating customer education on banking capabilities, and supporting sales efforts by identifying opportunities for financial solutions. If you are a people person with strong communication and customer service skills, this is a fantastic opportunity to grow in a dynamic and supportive environment.

Qualifications

• High School Diploma or GED with 6 months of customer service experience.
• 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 education on bank services.

Skills

Communication Skills - Interpersonal

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.