Universal Banker: Elevate Customer Experience & Sales

First Citizens Bank; San Francisco (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in San Francisco, CA is hiring a Sales and Service Representative to process transactions, educate customers on bank capabilities, and refer sales opportunities to partners. The role emphasizes customer service, cash handling, and contributing to branch sales efforts.

The position requires a high school diploma or GED and 6 months of customer service experience, with preference for 2+ years of cash handling and sales/operations exposure.

Qualifications

• High School Diploma or GED with 6 months customer service and cash handling.
• 2+ years of cash handling.
• Sales experience and operations knowledge preferred.

Responsibilities

• Initiate conversations to uncover sales or referral opportunities and address customer needs.
• Ensure compliance with regulations and policies; maintain operational efficiency.

Skills

Communication Skills

Customer Service Skills

Sales Skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in San Francisco, CA is hiring a Sales and Service Representative to process transactions, educate customers on bank capabilities, and refer sales opportunities to partners. The role emphasizes customer service, cash handling, and contributing to branch sales efforts.

The position requires a high school diploma or GED and 6 months of customer service experience, with preference for 2+ years of cash handling and sales/operations exposure.