Universal Banker: Customer-Centric Banking & Sales

First Citizens; Kansas City (MO); On-site; USD 21,000 - 29,000; Full time

Job summary

First Citizens Bank is seeking a Sales and Service Representative to process branch transactions, handle customer inquiries, and educate customers on banking tools and services. The role includes identifying sales opportunities and referring them to the appropriate bank partner while supporting the branch team in achieving sales and service goals.

The position emphasizes strong communication, customer service, and adaptability, with collaboration across branch staff to deliver value to customers

Qualifications

• High School Diploma or GED required.
• 6 months customer service and cash handling experience preferred.
• Sales experience or prior banking experience considered a plus.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers on bank capabilities, tools, and resources.
• Identify and refer sales opportunities to the appropriate bank partner.
• Support branch team by contributing to sales and customer service goals.

Skills

Financial literacy

Retail banking knowledge

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking a Sales and Service Representative to process branch transactions, handle customer inquiries, and educate customers on banking tools and services. The role includes identifying sales opportunities and referring them to the appropriate bank partner while supporting the branch team in achieving sales and service goals.

The position emphasizes strong communication, customer service, and adaptability, with collaboration across branch staff to deliver value to customers