Financial Services Representative

2 days ago


Walnut Creek, California, United States First Citizens Bank Full time
Job Description

The Financial Services Representative role at First Citizens Bank is a dynamic position that requires excellent communication and customer service skills.

About Us

We are a leading bank committed to providing exceptional banking services to our customers. Our team members play a vital role in achieving this goal by delivering personalized service, promoting financial literacy, and fostering strong relationships with our clients.

Salary Range

The estimated annual salary for this position is between $34,920 and $49,840, depending on skills, experience, location, and other factors.

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
  • A High School Diploma or GED.
  • At least 6 months of customer service experience, including cash handling.
  • Preferred: Sales experience and previous banking background.
Benefits

As a full-time associate, you will be eligible for a comprehensive benefits package, including customized offerings to support your well-being and career development.



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