Bank Sales & Service Rep (Universal Banker)

First Citizens Bank•Kansas City, MO

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a bank branch. The position helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying and referring sales opportunities to appropriate bank partners. The successful candidate proactively engages customers, demonstrates professionalism and empathy, supports customer needs through service and referrals, and adapts to changing information and technology. The role also requires teamwork, strong working relationships, and the ability to manage multiple demands and shift priorities efficiently.

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 learn and adapt quickly to new information and technology.
Ability to build working relationships with teammates and cross-functional colleagues.
Ability to handle multiple demands and shift priorities efficiently.

Nice To Haves

Sales experience.
Previous banking experience.

Responsibilities

Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to identify sales or referral opportunities.
Listen to customers, ask questions to understand their needs and preferences, and promptly address immediate needs.
Seek coaching, support bank initiatives, and use tools to improve performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
Complete required training by established deadlines.
Perform assigned general office management duties to support operational efficiency.
For roles responsible for taking deposits, ensure transaction accuracy and operational efficiency; results may include individual and team performance accountability.
Support the branch team’s sales efforts by making client servicing calls and fulfilling identified client needs or referring clients to appropriate team members or specialists.