Universal Banker: Client Services & Sales

First Citizens; Santa Monica (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

First Citizens Bank in Santa Monica is seeking a Sales and Service Representative to handle branch transactions and customer inquiries, while spotting sales opportunities for the team. The role emphasizes strong communication, empathy, and adaptability in a fast-paced retail banking environment.

The position supports branch sales by referring customers to the right bank partners and maintaining quality service standards with accuracy and professionalism.

Qualifications

• Financial literacy is required to understand customer needs.
• Knowledge of retail banking products and services is essential.

Responsibilities

• Process transactions and customer service requests in the branch.
• Identify and refer sales opportunities to bank partners.
• Engage customers to educate on bank capabilities and tools.

Skills

Financial literacy

Retail banking products

Education

High School Diploma or GED

Job description

First Citizens Bank in Santa Monica is seeking a Sales and Service Representative to handle branch transactions and customer inquiries, while spotting sales opportunities for the team. The role emphasizes strong communication, empathy, and adaptability in a fast-paced retail banking environment.

The position supports branch sales by referring customers to the right bank partners and maintaining quality service standards with accuracy and professionalism.