Bank Sales & Service Representative (Universal Banker)

First Citizens Bank • Vancouver, WA

11d

About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch. The role helps customers understand the bank’s capabilities, tools, and resources and supports branch sales efforts by identifying and referring opportunities to the appropriate bank partner.

The successful candidate engages customers confidently and proactively, demonstrates professionalism and empathy, and supports the team by making client service calls and identifying customer needs. The role requires adaptability to new information and technology, effective teamwork, and flexibility in managing multiple demands and shifting priorities.

The position fosters collaborative partnerships with customers, prospects, and colleagues. It involves listening and asking questions to understand customer needs, addressing immediate needs promptly, and seeking coaching and using tools to improve performance. The representative complies with applicable regulations, bank policies, procedures, and delegated authorities; completes required training by deadlines; and performs assigned office-management duties. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, with results potentially reflecting both individual and team performance.

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 proactively engage in conversation and communicate interpersonally.
• Professionalism and empathy in customer interactions.
• Ability to support team sales through client servicing calls, identifying needs, and fulfilling or referring customer needs.
• Ability to learn and adapt to new information and technology.
• Ability to build strong team and cross-functional working relationships.
• Ability to handle 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 of bank capabilities, tools, and resources.
• Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities; listen and ask questions to understand customer needs and preferences, and promptly address immediate needs.
• Seek coaching, support bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk in customer interactions, transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform assigned general office-management duties to support operational efficiency.
• Ensure transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• The employer describes a competitive benefits program; details are available through its benefits website.
• Total compensation for some roles may include variable incentives, bonuses, benefits, and/or other awards.

What This Job Offers

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