Bank Sales
3 weeks ago
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
-
Bank Sales
2 weeks ago
Rancho Santa Margarita, California, United States First Citizens Bank Full timeOverview: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...
-
Bank Sales
2 weeks ago
Rancho Santa Margarita, United States First Citizens Bank Full timeOverview: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...
-
Business Banking Officer
1 week ago
Santa Rosa, United States Westamerica Bank Full timeJob DescriptionJob DescriptionDescription:Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with...
-
Business Banking Officer
4 hours ago
Santa Rosa, United States Westamerica Bank Full timeJob DescriptionJob DescriptionDescription:Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with...
-
Banking Relationship Specialist
1 month ago
Santa Ana, United States Farmers and Merchants Bank of Long Beach Full time**Job Summary** The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and follow standard operational, services and sales processes, including using the sales road map to make appropriate needs analysis, provide...
-
California, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Full Charge Bookkeeper
5 days ago
Rancho Santa Margarita, United States Arnett Designs, Inc. Full timeDescription: We are seeking a detail-oriented and reliable Bookkeeper to join our dynamic team. If you have a passion for numbers and a knack for financial organization, we want to hear from you! MUST have QuickBooks Online experience Proficient in Excel with good computer skills Experience in bank and credit card reconciliations Accounts...
-
Bookkeeper
19 hours ago
Rancho Santa Margarita, United States Arnett Designs Full timeJob DescriptionJob DescriptionDescription:We are seeking a detail-oriented and reliable Bookkeeper to join our dynamic team. If you have a passion for numbers and a knack for financial organization, we want to hear from you!MUST have QuickBooks Online experience Proficient in Excel with good computer skills.Experience in bank and credit card...
-
Client Relationship Consultant I
2 days ago
Rancho Cucamonga, California, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
-
Floating Banker/Teller
2 days ago
Rancho Cucamonga, California, United States Banner Bank Full timeAs a Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You’ll assist clients in...
-
Bank Manager
4 weeks ago
Santa Cruz, California, United States Comerica Full timeBank ManagerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating Cultural...
-
Bank Manager
8 hours ago
Santa Cruz, California, United States Comerica Full timeBank ManagerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating Cultural...
-
Business Relationship Manager
15 hours ago
California, United States Kotak Mahindra Bank Full timeJob Role Responsible for new business tie ups with Healthcare providers, hospitals etc. Drive and achieve budgets/business targets. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To...
-
Business Relationship Manager
1 month ago
California, United States Kotak Mahindra Bank Full timeJob Role Responsible for new business tie ups with Healthcare providers, hospitals etc. Drive and achieve budgets/business targets. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To...
-
Territory Manager
1 month ago
California, United States Pursuit Sales Solutions Full timeSave Homes, Make Bank - Senior Sales Rep opportunity at a leader in wildfire defense! Are you a seasoned sales warrior ready to blaze a trail in wildfire protection? Our client, a rapidly growing company revolutionizing home safety, is seeking a Senior Sales Rep to join their mission of saving homes and communities from the devastating impact of...
-
Manager of Accounting
6 days ago
Rancho Santa Margarita, United States Cotti Foods Corporation Full timeJob DescriptionJob DescriptionThe Manager of Accounting will manage the accounting department and maintain the day-to-day accounting functions, accruals, financial statement preparation, and perform general accounting functions for multiple entities, as required.Supervisory Responsibilities:Oversee the daily workflow of the departmentManage the accounting...
-
Manager of Accounting
5 days ago
Rancho Santa Margarita, United States Cotti Foods Corporation Full timeJob DescriptionJob DescriptionThe Manager of Accounting will manage the accounting department and maintain the day-to-day accounting functions, accruals, financial statement preparation, and perform general accounting functions for multiple entities, as required.Supervisory Responsibilities:Oversee the daily workflow of the departmentManage the accounting...
-
Manager of Accounting
5 days ago
Rancho Santa Margarita, United States Cotti Foods Corporation Full timeJob DescriptionJob DescriptionThe Manager of Accounting will manage the accounting department and maintain the day-to-day accounting functions, accruals, financial statement preparation, and perform general accounting functions for multiple entities, as required.Supervisory Responsibilities:Oversee the daily workflow of the departmentManage the accounting...
-
Business Banking Officer
1 week ago
Santa Clarita, United States Logix Federal Credit Union Full timeBusiness Banking Officer Location US-CA-Valencia (HQ) ID 2024-1123 Category Business Lending Position Type Full-Time Remote No Overview The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal supervision and in accordance with Credit Union...
-
Business Banking Officer
1 week ago
Santa Barbara, United States FirstBank Full timePosition Details Business Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million,...