Universal Banker: Sales & Service Pro

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

Job summary

First Citizens Bank in Irvine, CA is seeking a Sales and Service Representative to handle branch transactions and customer requests while educating customers about bank products and services. The role contributes to sales through referrals to bank partners and supports a collaborative branch team.

The candidate should demonstrate strong communication, customer service, sales aptitude, adaptability, teamwork, and flexibility to manage multiple demands.

Qualifications

• High School Diploma or GED and 6 months customer service, cash handling.
• Knowledge of retail banking products and services.
• Financial literacy and strong interpersonal skills required.

Responsibilities

• Process transactions and customer service requests in the branch.
• Educate customers about bank capabilities and refer sales opportunities to the appropriate partner.
• Support branch team sales efforts and maintain accuracy in daily operations.

Skills

Financial literacy

Retail banking knowledge

Education

High School Diploma or GED

Job description

First Citizens Bank in Irvine, CA is seeking a Sales and Service Representative to handle branch transactions and customer requests while educating customers about bank products and services. The role contributes to sales through referrals to bank partners and supports a collaborative branch team.

The candidate should demonstrate strong communication, customer service, sales aptitude, adaptability, teamwork, and flexibility to manage multiple demands.