Bank Sales & Service Representative (Universal Banker)

First Citizens Bank • Los Angeles, CA

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 understand 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 engages customers proactively, provides professional and empathetic service, identifies customer needs, adapts to new information and technology, builds effective working relationships, and shifts priorities as needed. The position also supports branch operations by following applicable regulations and bank procedures, completing required training, and performing general office management duties as assigned. Associates responsible for taking deposits are accountable for transaction accuracy and operational efficiency, which may include 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.
• Interpersonal communication skills and confidence engaging proactively in conversation.
• Professionalism and empathy in customer interactions.
• Ability to support sales through client servicing calls, identifying needs and opportunities, and fulfilling or referring customer needs.
• Ability to learn and adapt quickly 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

• Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen attentively and ask questions to understand customer needs and preferences, then act promptly to address immediate needs.
• Seek coaching, support bank initiatives, and use available tools to optimize 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 general office management duties as assigned to support operational efficiency.
• Process deposits accurately and efficiently when assigned responsibility for taking deposits.

Benefits

• First Citizens Bank offers a benefits program; details are available at https://jobs.firstcitizens.com/benefits.
• Total compensation for some roles may include variable incentives, bonuses, benefits, and/or other awards, as outlined in the offer of employment.

What This Job Offers

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