Bank Sales & Service Rep (Universal Banker)

First Citizens Bank•Overland Park, KS

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch. The role helps customers learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying opportunities and referring them to the appropriate bank partner. The successful candidate is comfortable proactively engaging in conversation, demonstrates professionalism and empathy with customers, and supports the team through client servicing calls and by identifying and addressing customer needs or referring customers to relevant team members or specialists. The position requires adaptability to new information and technology, strong working relationships, and the ability to handle multiple demands and shift priorities efficiently. The role also involves complying with regulations, bank policies, procedures, and delegated authorities; completing required training on time; and performing assigned office management duties to support operational efficiency. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency.

Requirements

High school diploma or GED.
At least 6 months of customer service and cash-handling experience.
Financial literacy.
Knowledge of retail banking products and services.
Interpersonal communication skills and confidence proactively engaging in conversation.
Professionalism and empathy in customer interactions.
Ability to identify customer needs and opportunities, fulfill them, or refer customers to appropriate team members or specialists.
Ability to learn and adapt quickly to new information and technology.
Ability to build strong team and cross-functional working relationships.
Ability to manage multiple demands and shift priorities efficiently.

Nice To Haves

Sales experience.
Previous banking experience.

Responsibilities

Process branch transactions and other customer service requests.
Facilitate customer awareness and education about bank capabilities, tools, and resources.
Support branch sales efforts by identifying sales opportunities and referring them to the appropriate bank partner.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations, listen attentively, and ask questions to understand customer needs and preferences.
Take prompt action to address customers’ immediate needs.
Seek coaching, support bank initiatives, and use tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform general office management duties as assigned.
Maintain transaction accuracy and operational efficiency when responsible for taking deposits.