Sales & Service Representative (Universal Banker)
First Citizens Bank
Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The Successful Candidate Will Demonstrate Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently 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. Qualifications Basic Qualifications: High School Diploma or GED 6 months customer service experience Additional Skills and Experiences: 2+ years of recent banking experience, ideally as a Bank Teller or Universal Banker 1+ years of recent, high volume cash-handling ($USD) Previous sales experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at #J-18808-Ljbffr First Citizens Bank
$18 - $24.53 per hour
...Overview United Community is seeking a highly skilled Universal Banker II . As a Universal Banker, you will have the... ...License required Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting...SuggestedFull timeLocal areaRemote work$41.6k - $53.83k
## Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, Doral AreaApplyremote type: On-Sitelocations... ...responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team...SuggestedHourly payFull timePart time$18 - $26 per hour
...Summary We are looking for a great customer service professional to join our team at our Coral Springs Branch (2360 North University Dr, Coral Springs, FL 33065). This full‑... ...opening, and loan application. The role is not sales‑oriented; success is measured by creating...SuggestedHourly payFull time- ...The Dave Ramsey Show, where every day is a step toward financial freedom, for our members and for you. As a Member Service Specialist (Universal Banker) for our Winter Garden branch, you'll be at the heart of that mission. This role is more than just opening accounts...Suggested
- Publix Employees Federal Credit Union is seeking a Member Advocate (Universal Banker) in Pembroke Pines, Florida. The role emphasizes delivering high-quality member service, handling typical transactions, and promoting credit union products to support branch goals. You...Suggested
- ...over 60 years ago to provide financial services with lifetime value to Publix Super Markets... ...value here as a ... Member Advocate (Universal Banker) The Member Advocate is responsible... ...transactional accuracy, member engagement, and sales contribution. This is an onsite...
- ...center. Serve as both a Teller and Personal Banker to support customer and team needs.... ...improve bank performance. Apply need-based sales techniques and conducts customer financial... ...relationships by identifying products and services. Maintain a working knowledge of banking...Work experience placementWork at officeRemote workFlexible hours
- ...promoting Bank products to customers. You will ensure accuracy, security, and excellent service while supporting branch goals. Responsibilities include balance reconciliation, outbound sales, and cross-training across Platform tools. The role requires 2-3 years cash...Relocation package
- ...records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling...Full timePart timeWork at officeNight shiftWeekend workDay shift
- ...Provide quality, accurate and timely customer service involving daily processing of financial... .... Perform related duties i.e. outbound sales calls as required to achieve banking... ...satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability...Monday to Friday
$20 - $25 per hour
...Overview Customer Service Representative, Fishing and Boat Expert, Ocoee, FL. Reply to ****@*****.***. This Jobot Job is hosted by David... ...contributions Life Insurance Paid time off Job Details Customer Service/Sales Associate responsible for customer service as well as...Hourly payWork experience placementLocal area- Our representatives meet remotely with individuals who have signed up to receive supplemental benefits that help protect their families beyond... ...necessary claims or adjustments Provide attentive customer service and any necessary administrative support in response to...Remote jobWeekly payWork at officeWork from homeFlexible hours
- ...opportunities are posted here as they become available. Our representatives meet remotely with individuals who have signed up to receive... ...necessary claims or adjustments Provide attentive customer service and any necessary administrative support in response to members...Remote jobWeekly payWork at officeWork from homeFlexible hours
- ...seeking a highly motivated and professional Bilingual Customer Service Representative to join our team. In this role, you will be responsible for... ...upselling and cross-selling techniques to maximize sales opportunities. Maintain accurate records of customer interactions...Work at officeLocal area
- Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility services products such as floor mats, dust mops, air fresheners...Full timeLocal areaShift workDay shift
- ...teammate to execute client transactions with accuracy while delivering superior service and building trusted relationships. You will help clients navigate daily banking, and cross-train to support sales and service activities, with a focus on outbound calling and IRM. In this...
- ...where we live and work. The Business Services Representative is responsible for providing cash management... ...partners with Business and Commercial Bankers as a subject matter expert in business... ...opportunities. Responsibilities Sales - Achieve individual and/or team financial...Work at officeImmediate start
- ...Oak Street Health is seeking a Sales Call Center Representative I for a fully remote role. The position involves outbound telemarketing to prospective patients, achieving quotas, and scheduling initial doctor appointments. A mandatory 4-week training is required, with...Remote workWeekday work
- ...SUMMARY The Relationship Banker is a trusted advisor... ...bank’s products and services. This role emphasizes... ...advice, and proactive sales while supporting the banking... ...listed below are representative of the knowledge, skill... ...years of experience as a Universal Banker or Teller...Temporary workWork at officeMonday to Friday
- ...Summary The Relationship Banker is a trusted advisor... ...bank’s products and services. This role emphasizes... ...advice, and proactive sales while supporting the banking... ...listed below are representative of the knowledge, skill... ...years of experience as a Universal Banker or Teller....Temporary workWork at officeMonday to Friday
- ...area. The company is actively seeking a full time Customer Service Representative who is immediately available. Office hours are full time Monday... .... Assist with coordinating the appointments of the office sales team. Perform basic clerical, administrative and data entry...Full timeWork at officeImmediate startMonday to Friday
- ...s success. As a Relationship Banker Business Specialist within PNC... ...opportunities under 2MM in sales revenue. Achieves business results... ...through onboarding and servicing. Proactive lead management and... ...this level typically require a university / college degree with...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$15 - $32.31 per hour
...part of something bigger - helping to simplify health care one person, one family and one community at a time. Title Sales Call Center Representative I Company Oak Street Health Location Remote Role Description This role is for a talented and competitive, full-time...Hourly payFull timeTraineeshipWork experience placementLocal areaRemote workHome officeMonday to Friday- ...marketing, and implementation. This role concentrates on credit processing, onboarding, and ongoing servicing. The position emphasizes strong communication, attention to detail, and the ability to support sales efforts while ensuring compliance #J-18808-Ljbffr EverBank
- ...Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales## **Competencies**Accuracy and Attention to Detail... ...at this level typically do not require a university / college degree, high school diploma, GED, or...Full timePart timeWork experience placementWork at office
- ...Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail,... ...at this level typically do not require a university / college degree, high school diploma, GED, or...Full timePart timeWork experience placementWork at office
$17 per hour
...partnerships like scholarships and donations to Florida State University. Our culture is professional, positive, and people‑focused. We... ...loan inquiries by providing information about our products and services. Contribute to branch production by educating members about...Hourly payFull timeWork at officeLocal areaNight shift- ...Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales## **Competencies**Accuracy and Attention to Detail... ...at this level typically do not require a university / college degree, high school diploma, GED, or...Full timePart timeWork experience placementWork at officeShift work
- Cypress Bank & Trust in New York seeks a Commercial Banker to drive revenue by developing profitable loan and deposit relationships with... ...will collaborate with credit partners and promote the bank’s services while ensuring compliance with BSA/AML regulations. #J-18808-...
- Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships with clients, follow established policies, and support...Work at officeWeekend work
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