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Bank Sales & Service Representative (Universal Banker)

First Citizens Bank

  • San Francisco, California
  • 11 days ago
  • $20–$28 Per Hour
  • Full-time
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Skills

  • Administrative Skillsunmatched
  • Bank Managementunmatched
  • Banking Regulationsunmatched
  • Banking Servicesunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Compensation and Benefitsunmatched
  • Credit Riskunmatched
  • Cross-Functionalunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Financial Literacyunmatched
  • High School Diplomaunmatched
  • Information Technology & Information Systemsunmatched
  • Interpersonal Skillsunmatched
  • Legalunmatched
  • Multitaskingunmatched
  • Needs Assessmentunmatched
  • Office Managementunmatched
  • Operational Strategyunmatched
  • Operations Managementunmatched
  • Performance Tuning/Optimizationunmatched
  • Regulationsunmatched
  • Retail Bankingunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Sales Supportunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Transaction Processing/Managementunmatched

Description

Overview:

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

 

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

 

The successful candidate will demonstrate:

Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

 

Responsibilities:
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications:

High School Diploma or GED and 6 months customer service, cash handling

 

Preferred Area of Experience: Sales, previous banking

 

Skill(s): Financial literacy, Knowledge of retail banking products and services

 

The base pay for this position is generally between $20.00 and $28.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Numbers & Facts

LocationSan Francisco, California
Job TypeFull-time
IndustryBanking
Salary$20–$28 Per Hour
Company Size10,000 employees or more
Year Founded1898
Websitehttps://www.firstcitizens.com

Benefits

Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance

About Company

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

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