Bank Sales & Service Representative (Universal Banker)
First Citizens Bank
Sales And Service Representative 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: High school diploma or GED and experience in 6 months customer service Preferred area of experience: sales Skill(s): financial literacy, knowledge of retail banking products and services 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 jobs.firstcitizens.com/benefits.
- ...and apply it on a smaller scale? As a Universal Banker Floater, your focus will be on creating... ...super cool customers and offering sound banking advice to help solve financial challenges... ...financial solutions Provide account servicing and maintenance Help educate customers...Suggested
$18.5 per hour
...Overview Starting salary for Universal Banker position is $18.50 an hour and... ...on delivering outstanding service with every customer interaction... ...customers. Engage in reactive sales and cross-sell activities,... ...factors that may affect the bank. Operates in full compliance...SuggestedFull timeFlexible hours- ...Credit Union in West Milwaukee is seeking a Senior Universal Banker to guide members through everyday banking, loans, and digital tools. You’ll coach teammates,... ...relationships, and drive branch success with a service-oriented mindset. You’ll lead financial conversations...Suggested
$18 per hour
...Job Description Job Description Universal Banker - Teller Status: Full Time Location... ...team environment? Come join our team of Banking Professionals in Southeastern Wisconsin... ...and providing outstanding customer service in the Retail Banking department....SuggestedHourly payFull timeTemporary workLocal area$19.5 per hour
...Universal Banker Position Starting salary for Universal Banker position... ...focused on delivering outstanding service with every customer... ...applicable regulations/laws. Offer bank products to existing... ...prospects using the established sales process while maintaining sales...SuggestedFlexible hours- ...Horicon Bank in Menomonee Falls, Wisconsin is actively seeking a productive full‑time Universal Teller. Are you passionate about providing financial services to our community? Do you want to work for a successful company that is continuously growing? If yes, please continue...Full timeLocal areaMonday to FridayFlexible hoursNight shift
$41.71k - $50k
...Title Delivers exceptional service to BMO customers and... ...relationship with BMO beyond personal banking. Welcomes and guides... ...consultative customer service or sales roles, with a drive to deliver... ...Type: Salaried The above represents BMO Financial Group's pay range...Contract workPart timeLocal areaDay shift$100k
...Roofing Service Sales RepresentativeCentiMark Corporation has an exceptional opportunity for an additional full-time Roofing Service Sales Representative to support our Sales Teams in Milwaukee, WI. We are looking for an individual that is a self-starter and energetic...Full timeFor contractorsWork at officeLocal area$125k
...Business Banker – To $125K – Brookfield, WI – Job # 3279 Who We Are The Symicor Group... ...around providing the very best available banking and accounting talent. In fact, most of... ...Cross selling all relevant bank products and services to commercial customers Effectively...$41.71k - $65k
...Address: 8740 N. Port Washington Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and... ...: ** $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary...Part timeLocal areaImmediate startDay shift$41.71k - $77.5k
...Address: 790 N Water Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies... ...: $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will...Contract workPart timeLocal areaDay shift- ...you to join our team as a Relationship Banker.The Relationship Banker is responsible... ...distinctive customer experience while performing sales and service activities at their branch location.... ...Functions:actively acquire new banking relationships and open new accounts (and...
$25 - $27.88 per hour
...educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. The role accurately and... ...products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with...Hourly payShift workWeekend workDay shift- The primary responsibility of a Membership Sales Representative is to effectively recruit new members into the club through active prospecting... ...outreach, as well as to provide excellent customer service to our existing members. Through an effective sales process,...Full timeWeekend workAfternoon shift
- ...to the company's success. As a Personal Banker within PNC's Retail organization, you... ...customer base through a variety of proactive sales and service activities. Manages the customer... ...Framework.Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (...Full timeTemporary workPart timeWork at officeShift work
- ...Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal... ...are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor...Work at office
- ...to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the... ...branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying...Full timeTemporary workPart timeWork experience placementWork at office
- ...to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wauwatosa, WI at the... ...branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying...Full timeTemporary workPart timeWork experience placementWork at office
- ...it working with First Federal Bank of Wisconsin! Are you ready to... ...provide exceptional customer service. The Vision we live by is, “Every... ...basis. Achieves referral and sales goals as assigned. Keep... ...inquiries to the appropriate bankers. Prepare management reports as...Full time
$95.06k - $162.96k
...At Associated Bank we strive to create an inclusive... ...requires you to directly represent yourself and your own... ...Role Summary As a Private Banker, you will expand and... ...Associated Bank products and services to deliver a client... .... 4+ years of sales experience with strong...$20 per hour
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing... ..., enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of...Full timeLocal areaRemote workFlexible hours$17 - $28.96 per hour
...Relationship BankerJoin Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking... ...experienceUp to 2 years of customer-facing sales and/or service experiencePreferred:...Hourly payImmediate start$17 - $29.75 per hour
...Relationship BankerOld National Bank has been serving clients and... ...seeking a Market Relationship Banker to join our Community Banking... ...Treasury Management, Merchant Services, Private Banking, Wealth Management... ...follow up, etc.)Achieve Sales and Service TargetsMarkets a full...Immediate start- ...Position Title Relationship Banker Business Unit Retail... ...proficiency of basic consumer banking transactions, account servicing, and lending. The... ...transactions to qualified sales or referral leads. Incumbent... ...symbolizes the outstanding culture we represent. #J-18808-Ljbffr...Work at office
- ...contact and consultation. As this is a service and parts center, our ability to get customers... ...point from which to grow toward a sales or management career. If you enjoy the challenge... .... Requirements Our Customer Service Representatives are self‑motivated and driven by a...
- ...specializes in marketing programs for our clients’ products and services. The client base for Elite Media Communications has expanded to... ...school degree or equivalent Previous experience in Retail/Sales/Customer Service Ability to multi-task in a fast-paced environment...
- ...Assistant Route Service Sales Representative (4-Day Workweek) Location: Milwaukee, WI, US, 53223 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...Local area
- ...Description Do you have a passion for service and love to put a smile on people’s faces... ...Milwaukee and situated along the scenic banks of the Milwaukee River. Located in the heart... ...hotel is conveniently near Marquette University and the University of Wisconsin–...Start working todayWork at officeFlexible hours
$103.95k - $127.05k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ..., educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$50 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ...by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The... ...25455Date posted : 2026-08-17Profession: Sales & Relationship ManagementEmployment type:...Full timeLocal areaRemote workFlexible hoursShift work3 days per week
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