Bank Sales

3 weeks ago


Rancho Santa Margarita California, 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.

 

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

 

 

The base pay for this position is relative to your experience but the range is generally $17.96 to $26.00 per hour. First Citizens offers a competitive, comprehensive benefits program which you can review here: (url removed).

Qualifications:
High School Diploma or GED and 6 months customer service experience

 

Preferred Area of Experience: Sales

 

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


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