Bank Sales & Service Representative (Universal… at First… · La Verne

Summary: First Citizens Bank is seeking a Bank Sales & Service Representative (Universal Banker) to make a difference in the communities where they live and work. The role involves processing transactions, supporting customer service requests, and facilitating customer awareness of bank capabilities while identifying sales opportunities.

Responsibilities:
- Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities
- Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance

Required Qualifications:
- High School Diploma or GED
- 6 months customer service
- cash handling

Preferred Qualifications:
- Sales, prior banking
- Financial literacy
- Knowledge of retail banking products and services

Required Skills: Financial literacy, Retail banking products and services, Cash handling, Sales