Universal Banker: Sales & Service Champion

First Citizens; Thousand Oaks (CA); On-site; USD 28,000 - 37,000; Full time

Job summary

First Citizens Bank in Thousand Oaks, CA is seeking a Sales and Service Representative to process transactions and handle customer service requests in the branch. You will actively identify sales opportunities and refer customers to the appropriate bank partner.

The role emphasizes strong communication, customer service excellence, and teamwork to support branch goals and community engagement.

Qualifications

• Minimum 6 months customer service experience
• Knowledge of retail banking products and services helpful
• Proactive in addressing customer needs

Responsibilities

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

Skills

Communication skills

Customer service

Sales skills

Adaptability

Teamwork

Flexibility

Education

High School Diploma or GED

Job description

First Citizens Bank in Thousand Oaks, CA is seeking a Sales and Service Representative to process transactions and handle customer service requests in the branch. You will actively identify sales opportunities and refer customers to the appropriate bank partner.

The role emphasizes strong communication, customer service excellence, and teamwork to support branch goals and community engagement.