Bank Sales & Service Representative (Universal Banker) - Citizens Bank : Job Details

Bank Sales & Service Representative (Universal Banker)

Citizens Bank

Job Location : Rancho Santa Margarita,CA, USA

Posted on : 2024-11-23T06:02:36Z

Job Description :

OverviewAre 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 conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution ResponsibilitiesThe 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
QualificationsHigh School Diploma or GED and 6 months customer service experience, cash handlingPreferred Area of Experience: Sales, previous banking expereince is highly desiredSkill(s): Financial literacy, Knowledge of retail banking products and servicesThe base pay for this position is generally between $17.96 and $26.00. 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.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here:

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