Bank Sales

2 weeks ago

Ventura, United States First Citizens Bank. Full time

**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.

**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, cash handling

Preferred Area of Experience: Sales, previous banking

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

  • Personal Banker

    4 weeks ago

    Ventura, United States First Bank Full time

    Banking Specialist III – Sales FocusThis position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Personal Banker

    4 weeks ago

    Ventura, United States First Bank Full time

    Banking Specialist III – Sales FocusThis position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Personal Banker

    4 days ago

    Ventura, United States FirstBank Full time

    Banking Specialist III – Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Personal Banker

    2 weeks ago

    Ventura, United States FirstBank Full time

    Banking Specialist III Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a specialist because that is what you are! Individuals in this position are well-versed in both operations and sales functions in...

  • Account Service Representative I

    4 weeks ago

    Ventura, United States CBC Federal Credit Union Full time

    Job DescriptionJob DescriptionAssist the credit union with providing an easy member experience that will result in member loyalty.ESSENTIAL DUTIES: Practice CBC core values:Make It Right-CBC pledges to do the right thing for our credit union by providing the greatest benefit possible to our members and our communityMake It Easy-CBC pledges to provide easy...

  • Branch Loan Coordinator PT

    1 week ago

    Ventura, United States Ventura County Credit Union Full time

    Job DetailsJob Location VENTURA - Ventura, CA Position Type Part Time Salary Range $18.50 - $23.00 Hourly Job Category Banking Description At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in...