Bank Sales & Service Representative (Universal Banker)

First Citizens Bank • Warr Acres, OK

11d

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 customers to the appropriate bank partner.

The successful candidate communicates confidently and proactively, demonstrates professionalism and empathy in customer interactions, supports sales through client servicing and referrals, learns and adapts to new information and technology, builds strong working relationships, and shifts priorities to handle multiple demands efficiently.

The role fosters collaborative partnerships and uncovers customer needs through attentive listening and insightful questions. It takes prompt action to address immediate needs and seeks coaching, supports bank initiatives, and uses available tools to improve performance. The position also follows applicable regulations, 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, with results potentially measured through 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 communicate confidently and proactively.
• Professionalism and empathy in customer interactions.
• Ability to identify customer needs and fulfill them or refer customers to appropriate branch 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.
• Educate customers about the bank’s capabilities, tools, and resources.
• Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
• 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 assigned general office-management duties to support operational efficiency.
• For associates responsible for taking deposits, ensure transaction accuracy and operational efficiency.

Benefits

• First Citizens Bank offers a competitive benefits program designed to meet the needs of its associates; details are available at the provided benefits website.

What This Job Offers

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