Bank Sales Representative

6 days ago


Rancho Santa Margarita, California, United States First Citizens Bank Full time
Job Summary

We 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 Responsibilities
  • Engage customers in conversation to understand their banking needs and preferences
  • Process transactions accurately and efficiently
  • Provide assistance with account servicing needs
  • Facilitate customer awareness and education of bank services, including digital banking capabilities
  • Introduce customers to other branch team members or bank partners who can provide solutions for their financial needs
Requirements
  • High School Diploma or GED and 6 months customer service experience, cash handling
  • Preferred Area of Experience: Sales, previous banking is strongly preferred
  • Skills: Financial literacy, Knowledge of retail banking products and services
What We Offer

As a Sales and Service Representative at First Citizens Bank, you will have the opportunity to work in a dynamic and supportive environment, with a comprehensive benefits package and competitive compensation. Our associates are focused on helping our customers achieve a lifetime of success, and we are committed to providing the tools and resources necessary to help you succeed in your role.



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