Talent.com
Bank Sales & Service Representative(Universal Banker)
Bank Sales & Service Representative(Universal Banker)First Citizens Bank • Ontario, CA, US
Bank Sales & Service Representative(Universal Banker)

Bank Sales & Service Representative(Universal Banker)

First Citizens Bank • Ontario, CA, US
28 days ago
Job type
  • Full-time
Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and 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

Sales Skills : Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist

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

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, cash handling

Preferred Area of Experience : Sales, previous banking

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

The base pay for this position is generally between $19.72 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

Create a job alert for this search

Banker • Ontario, CA, US

Related jobs
Associate Banker

Associate Banker

East West Bank • Diamond Bar, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 14 days ago • Promoted
Part-Time Universal Banker (20 Hours), Laguna Hills Branch

Part-Time Universal Banker (20 Hours), Laguna Hills Branch

Citigroup • Laguna Hills, CA, US
Part-time
Part-Time Universal Banker (20 Hours), Laguna Hills Branch.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the gl...Show more
Last updated: 1 day ago • Promoted
United States Border Patrol Agent

United States Border Patrol Agent

US Customs and Border Protection • Wrightwood, CA, United States
Full-time
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
Last updated: 30+ days ago • Promoted
Customer Service Representative - Remote - 50k-60k / Year

Customer Service Representative - Remote - 50k-60k / Year

Spade Recruiting USA • Lytle Creek, California
Remote
Full-time
Quick Apply
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
Last updated: 30+ days ago • Promoted
Business Relationship Manager

Business Relationship Manager

East West Bancorp • Irvine, CA, US
Full-time
Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker - Orange Coast East Market

Relationship Banker - Orange Coast East Market

Bank of America • Irvine, CA, US
Full-time
Bank Of America Financial Services Representative.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 ...Show more
Last updated: 30+ days ago • Promoted
Business Banker

Business Banker

Chino Commercial Bank • Chino, CA, United States
Full-time
Chino Commercial Bank is a locally owned and operated community bank committed to providing exceptional banking services with a personal touch. We pride ourselves on building strong relationships wi...Show more
Last updated: 26 days ago • Promoted
Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

JPMorgan Chase • Irvine, CA, US
Full-time
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager in ...Show more
Last updated: 30+ days ago • Promoted
Field Sales Representative

Field Sales Representative

RepRally • Anaheim Hills, CA, United States
Full-time
We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry. We're creating a unified platform that connects brands, sa...Show more
Last updated: 30+ days ago • Promoted
TeleSales Representative

TeleSales Representative

Joseph and Young • Irvine, CA, US
Full-time
Quick Apply
Propel Your Career to New Heights with Us!.Ready for an extraordinary career opportunity?.Our rapidly growing company is featured in Forbes and has been on the Inc. With numerous client requests dai...Show more
Last updated: 30+ days ago
United States Border Patrol Agent

United States Border Patrol Agent

U.S. Customs and Border Protection • Wrightwood, CA, US
Full-time
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
Last updated: 30+ days ago • Promoted
Bank Teller

Bank Teller

TradeJobsWorkforce • 92619 Irvine, CA, US
Full-time
Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ...Show more
Last updated: 30+ days ago • Promoted
Carrier Sales Representative

Carrier Sales Representative

Zuum Transportation Inc • Irvine, CA, US
Full-time
Quick Apply
We’re currently looking for fast, growth-minded individuals who want to help revolutionize the logistics industry and play an integral role in a thriving startup environment.The Carrier Sales...Show more
Last updated: 30+ days ago
Escrow Sales Representative

Escrow Sales Representative

EMPIRE ESCROW INC • Tustin, CA, United States
Full-time
Generate and qualify leads through outbound and inbound sales activities.Build and maintain strong relationships with clients. Present and promote our products and services to prospective customers....Show more
Last updated: 26 days ago • Promoted
Retail Relationship Banker

Retail Relationship Banker

Bmo • Mission Viejo, CA, US
Part-time
Retail Banking Sales & Service Representative.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions th...Show more
Last updated: 30+ days ago • Promoted
Business Banking Officer - Orange County / Inland Empire

Business Banking Officer - Orange County / Inland Empire

First Bank • Yorba Linda, CA, United States
Full-time
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 cl...Show more
Last updated: 23 hours ago • Promoted
Bank Teller

Bank Teller

TradeJobsWorkForce • 92619 Irvine, CA, US
Full-time
Bank Teller Job Duties : Serves customers by completing account transactions.Provid...Show more
Last updated: 30+ days ago • Promoted
Inbound Sales Representative

Inbound Sales Representative

APFSC • Laguna Hills, CA, US
Full-time
FIMAC is seeking an energetic and outgoing call center agent to manage inbound customer acquisition for our brands with the goal of converting leads to sales. This position will deal with customers ...Show more
Last updated: 30+ days ago • Promoted