Bank Sales & Service Representative (Universal Banker)

First Citizens Bank • Bellevue, WA

21d

About The Position

At First Citizens Bank, 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 customers to the appropriate bank partner. The successful candidate engages proactively with customers, demonstrates professionalism and empathy, adapts to new information and technology, builds collaborative relationships, and manages changing priorities.

The position fosters partnerships that deliver value to customers, prospects, and colleagues. It involves identifying sales and referral opportunities through conversation, listening to customers and asking questions to understand their needs, taking prompt action, and seeking coaching and using tools to improve performance. The representative also follows applicable regulations, bank policies, procedures, and delegated authorities; completes required training on time; and performs assigned office management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, including individual and team results.

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.
• Ability to communicate comfortably and confidently and proactively engage in conversation.
• Professionalism and empathy in customer interactions.
• Ability to identify customer needs and 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 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

• Process branch transactions and customer service requests.
• Educate customers about the bank’s capabilities, tools, and resources.
• Identify sales opportunities and refer customers to appropriate bank partners or branch team members.
• 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 improve performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
• Complete required training by established deadlines.
• Perform assigned general office management duties.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• Competitive benefits program designed to meet associates’ needs.
• Total compensation for some roles may include variable incentives, bonuses, benefits, and/or other awards.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED