Current jobs related to Bank Sales - Rancho Santa Margarita, California - First Citizens Bank
-
Bank Sales Representative
1 week ago
Rancho Santa Margarita, California, United States First Citizens Bank Full time{"Job Title": "Bank Sales Representative", "Job Description": "Key ResponsibilitiesAs a Bank Sales Representative at First Citizens Bank, you will be responsible for engaging customers in conversation to understand their banking needs and preferences. You will process transactions accurately and efficiently, provide assistance with account servicing needs,...
-
Bank Sales Representative
6 days ago
Rancho Santa Margarita, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and...
-
Bank Sales Representative
2 days ago
Rancho Santa Margarita, California, United States First Citizens Bank Full timeOverviewWe are seeking a highly skilled and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of bank capabilities, tools, and resources.Key...
-
Bank Sales Representative
6 days ago
Santa Monica, California, United States First Citizens Bank Full timeOverviewWe are seeking a highly skilled and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and resources.Key...
-
Bank Sales Representative
8 hours ago
Santa Monica, California, United States First Citizens Bank Full timeOverviewWe are seeking a highly motivated and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of bank capabilities, tools, and resources.Key...
-
Retail Banking Professional
7 days ago
Rancho Cordova, California, United States Bank of Marin Full timeAbout the Role:Bank of Marin is seeking a highly motivated and experienced Retail Banker to join our team at our Gold River branch in the greater Sacramento area. As a Retail Banker, you will play a vital role in providing exceptional customer service and sales expertise to our clients.Key Responsibilities:Provide prompt, courteous, and efficient customer...
-
Sales Support Specialist
1 week ago
Santa Rosa, California, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled Sales Support Specialist to join our team at First Citizens Bank. As a Sales Support Specialist, you will play a critical role in supporting our sales team in the execution of daily sales activities.Key ResponsibilitiesService & Support: Work directly with relationship teams to ensure high levels of customer...
-
Banking Professional
1 week ago
Santa Monica, California, United States Poppy Bank Full timeJob Title: Banking ProfessionalJob Summary:We are seeking a highly skilled Banking Professional to join our team at Poppy Bank. As a key member of our team, you will be responsible for providing exceptional customer service, processing new account transactions, and promoting our bank's products and services.Key Responsibilities:Interview and profile...
-
Retail Banking Professional
6 hours ago
Rancho Cordova, California, United States Bank of Marin Full timeJob Title: Retail BankerWe are seeking a highly motivated and customer-focused Retail Banker to join our team at Bank of Marin. As a Retail Banker, you will play a vital role in providing exceptional customer service and sales expertise to our clients.Key Responsibilities:Provide prompt, courteous, and efficient customer service to our clientsHelp match...
-
Banking Branch Supervisor
3 weeks ago
Santa Rosa, California, United States Poppy Bank Full timeJob OverviewThe Banking Branch Supervisor is accountable for the effective management and daily operations of a comprehensive banking facility. This role encompasses overseeing operations, ensuring exceptional client service, driving product sales, and maintaining security protocols in alignment with the Bank's strategic goals. The position is primarily...
-
Corporate Banking Advisor
3 weeks ago
Santa Barbara, California, United States First Bank & Trust Full timePosition OverviewBusiness Banking Officer IIA Business Banking Officer II plays a crucial role in delivering a comprehensive suite of banking solutions to both self-sourced and branch-referred enterprises with annual revenues of up to $10 million. The focus is on client engagement and the promotion of credit relationships, including but not limited to, lines...
-
Retail Banking Professional
2 weeks ago
Santa Ana, California, United States Bank of Montreal Full timeJob Summary:We are seeking a highly skilled Retail Banking Professional to join our team at Bank of Montreal. As a key member of our sales and service team, you will be responsible for delivering exceptional customer experiences and providing expert advice on financial services.Key Responsibilities:Identify customer needs and provide personalized...
-
Regional Banking Leader
3 hours ago
Santa Rosa, California, United States WaFd Bank Full timeJob SummaryThe Regional President is a key senior leadership role at WaFd Bank, responsible for driving the development and growth of high-quality loans and low-cost deposits within its respective geographical region.Key ResponsibilitiesDevelop and implement an annual strategic plan for the region.Engage in active client management and develop an active...
-
Retail Sales Associate
2 days ago
Rancho Santa Margarita, California, United States Sherwin-Williams Full timeAbout the RoleThis is a part-time position, paying $18. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Key ResponsibilitiesAssist customers in person and over the phone by determining needs and presenting appropriate products...
-
Retail Sales Associate
2 days ago
Rancho Santa Margarita, California, United States Sherwin-Williams Full timeAbout the RoleThis is a part-time position, paying $18. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Key ResponsibilitiesAssist customers in person and over the phone by determining needs and presenting appropriate products...
-
Sales Support Specialist
10 hours ago
Santa Rosa, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Sales Support Specialist to join our team at First Citizens Bank. This role will provide advanced level support for Bank products and services, identifying sales opportunities, and facilitating the sales process.Key ResponsibilitiesWork closely with relationship teams to ensure high-level customer service through...
-
Sales Support Professional
1 week ago
Santa Rosa, California, United States First Citizens Bank Full time{"Job Title": "Sales Support Specialist", "Job Description": "Key ResponsibilitiesAs a Sales Support Specialist at First Citizens Bank, you will play a critical role in supporting the execution of daily sales activities at an advanced level of service ability. Your responsibilities will include reviewing financial information, participating in client support...
-
Banking Professional
3 hours ago
Santa Barbara, California, United States Johnson Service Group (IL) Full timeJob Title: Universal BankerJohnson Service Group (JSG) is seeking a skilled Universal Banker to join their team in Santa Barbara, CA.Job Summary:We are looking for a detail-oriented and customer-focused individual to perform routine teller transactions and provide exceptional customer service.Responsibilities:Process customer transactions, including...
-
Restaurant Operations Manager
2 weeks ago
Rancho Santa Margarita, California, United States Del Taco Full timeJob SummaryWe are seeking a highly motivated and experienced Restaurant Operations Manager to join our team at Del Taco. As a key member of our management team, you will be responsible for leading our restaurant operations to deliver exceptional customer experiences, drive sales growth, and maintain profitability.Key ResponsibilitiesLeadership and Team...
-
Strategic Partner Relationship Executive
3 weeks ago
Rancho Santa Margarita, California, United States ExpiTrans Full timeJob OverviewPosition: Partner Relationship ExecutiveEmbark on your career in the financial technology sector with ExpiTrans, where you will play a pivotal role in the integration of banking and digital payment solutions.This is an entry-level opportunity designed to equip you with the skills necessary for cultivating and maintaining robust relationships with...
Bank Sales
4 months ago
Overview:
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. 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
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
Agility:
Able to process information and move quickly through problem resolution
Responsibilities:
The essential functions of the job include, but are not necessarily limited to, the following:
Engaging customers in conversation to understand their banking needs and preferences
Processing transactions accurately and efficiently
Providing assistance with account servicing needs
Facilitating customer awareness and education of bank services, including digital banking capabilities
Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Qualifications:
High School Diploma or GED and 6 months customer service experience
Preferred Area of Experience:
Sales, banking, cash handling
Skill(s): Financial literacy, Knowledge of retail banking products and services
The base pay for this position is generally between $17.96 and $26.00. 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.
First Citizens benefits programs are designed to meet our associates where they are in life.Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.
More information regarding our benefits offerings can be found here:(url removed)