Bank Sales & Service Representative (Universal Banker)
$20 - $28 per hourFirst Citizens
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. 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 & Qualifications Duties and 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. Position Specific Skills: Financial literacy Knowledge of retail banking products and services Qualifications: Minimum Required Education and Experience: High School Diploma or GED and 6 months customer service, cash handling Preferred Area of Experience: Sales, previous banking Additional Information The base pay for this position is generally between $20.00 and $28.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. 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
$26.25 - $30.43 per hour
...unjust policies. We are seeking a Universal Banker to join our Wilmington, CA team!... ...union's lending policies. MEMBER SERVICING ~ Greet and welcome members and visitors... ...(3) to five (5) years of experience in banking or exposure to Consumer Lending...SuggestedHourly pay$22 - $28 per hour
...Who We Are: Genesis Bank is a California commercial... ..., successful bankers and business professionals... ...counties. Our products, services, and solutions include... ...Responsibilities : The Universal Banker is responsible... ...an emphasis on branch sales and operations. ~...SuggestedHourly payWork at officeLocal area$19.71 - $26.44 per hour
...The Universal Banker is responsible for delivering exceptional customer service, building relationships, and supporting the branch’s sales and operational goals. This role combines teller and platform... ...contributes to a positive banking experience and branch success....SuggestedHourly payFull timeLocal areaNight shift$25.5 - $31 per hour
The Senior Universal Banker is a senior branch operations role responsible... ...individual who enjoys sales and cross selling other bank products. This role does... ..., balancing, account servicing, operational procedures,... ..., Client Service Representative, Member Services Representative...SuggestedHourly payFor contractorsWork at officeLocal areaRemote workFlexible hours- Genesis Bank is seeking a Universal Banker to provide client assistance, open new accounts, and support daily operations. You will promote bank products... ...MS Office. Join a team that values collaboration and exceptional service. #J-18808-Ljbffr Page Mechanical Group, Inc.Suggested
- Citi is seeking an Universal Banker in California to support customer interactions, assist in account opening, and drive sales within the branch. The role emphasizes strong service delivery and compliance with bank policies while building customer loyalty. The position...Hourly payPart time
- ...Credit Union in Wilmington, CA is seeking a Universal Banker to join our team. You’ll manage the... ...while promoting our products and services. The role requires strong relationship-... ...fluency is preferred, and 3-5 years in banking or consumer lending helps. You may travel...
- Citigroup Inc. is seeking an entry-level Universal Banker in Los Angeles to support sales and service activities within the branch. The role focuses on fostering customer... ..., and resolving service issues while adhering to bank policies. You will participate in seminars,...
$47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall... ...transactions in accordance with bank policies and procedures Refer...Hourly payFull timePart time- Banking Specialist III - Operations Focus This position, Banking Specialist III, may be called... ...work at the teller window as well as the sales side of the branch. In this role, you... ...Specialists I and II, by training on products, services, policies, and procedures. Expanding...Immediate startFlexible hours
- ...and Not for Profit Associate Banker You are customer focused,... ...Not for Profit - Middle Market Banking and Specialized Industries... ...health systems, colleges and universities, and not-for-profit organizations... ..., including Credit, Treasury Services, International Banking,...
- Citigroup Inc. in North Hollywood, CA is seeking an entry-level Universal Banker to assist in sales, products, and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. The...Part time
- Citi in Los Angeles, CA seeks a Head Universal Banker to lead service delivery, coach branch teams, and drive sales through coaching and mentoring. You will oversee deposits, account openings, cards, and complex transactions while upholding risk controls and Citi standards...
- Associate Banker SAFE Act LO - C12 - LOS ANGELES job... ...and/or facilitating services to others in area of specialization... ...in the creation of sales and marketing... ...Citi's full suite of banking and wealth management... ...Education Bachelor's/University degree or equivalent experience...
- Citigroup Inc. in Los Angeles, CA is seeking a Head Universal Banker to lead the branch team, delivering exceptional service while guiding and mentoring Universal Bankers and Tellers. This role drives sales through opening accounts and credit products, champions risk and...
$25 - $26.77 per hour
...Job Description: At Bank of America, we are guided by a common... ...- whether shaped by military service, community college education,... ...year of demonstrated successful sales experience in a salary plus incentive... ...Angeles - 3201 S Hoover St - University Villiage (CA9205) US - CA -...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker Los Angeles, California;West Los Angeles, California... ...of age. Acknowledge ( Bank of America employees are... ...- whether shaped by military service, community college education,... ...year of demonstrated successful sales experience in a salary plus incentive...Work at officeFlexible hoursShift workWeekend workDay shift
- The Citi Head Universal Banker leads the branch team to deliver exceptional service and drive sales, including deposits, accounts and cards. You coach Universal Bankers and Tellers, guide clients through complex transactions, and champion risk and compliance with Citi's...
- Cathay Bank is seeking a customer-focused teller with strong operations and sales acumen. You will handle deposits, withdrawals, and new accounts while delivering an exceptional customer experience. Role emphasizes accuracy, compliance with banking procedures, and cross...Full time
- JPMorgan Chase in Hawthorne, CA seeks a Private Client Banker to manage affluent clients and up-sell banking products across their complete relationship. You will solicit referrals and work with specialists to meet clients' financial needs while ensuring convenient access...Afternoon shift
$250k
...The Personal Banker SAFE Act is an entry level position responsible... ...in the execution of sales, products or service activities in coordination... ...relevant experience ~ Previous banking, retail, or sales... ...Education: ~ Bachelor's Degree/University degree or equivalent...Full time- Bank of America in Hawthorne, CA, seeks a customer-focused banker to greet clients and guide them through self-service options. The role emphasizes accurate cash handling, client education, and building lasting relationships with customers. You will process transactions...Shift workWeekend work
- ...we're more than a financial services leader – we’re a global trailblazer... ...a Senior Branch Premier Banker (SAFE) to play a pivotal role... ...primary point of contact for banking products and services through... ...Fargo requires you to directly represent your own experiences during...Temporary workWork experience placementImmediate start
$128.31k - $196.75k
...businesses prosper. As a Business Banker at First Citizens Bank you will carry on our... ...and related business services. Larger relationships may... ...sources in accordance with a sales plan to achieve production... ...outreach. When appropriate, represents the Bank in the community...Work at officeImmediate start- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE... ...position is responsible for sales of first mortgage and... ...and potential banking diverse segment clients... ...mortgage loan products and services, uses consultative sales... ...or their designated representative's and referral sources...Work at officeRemote work
$128.31k - $196.75k
...businesses prosper. As a Business Banker at First Citizens Bank you will carry on our... ...and related business services. Larger relationships may... ...sources in accordance with a sales plan to achieve production... ...outreach. When appropriate, represents the Bank in the community...Work at officeImmediate start- U.S. Bank in Santa Monica, CA is seeking a Relationship Banker to build client relationships, open accounts, and originate loans, delivering digital solutions and... ..., compliance checks, and strong communication and service orientation. The position offers a comprehensive...
- Cathay Bank is seeking a Regional Relationship Banker II (Project Management) to support branches within the Beverly Hills area, opening new accounts, cross... ...products, and guiding customers to the right bank services. You will travel to branch locations and handle customer...
- Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients with suitable solutions. Responsibilities...Weekend work
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (... ...relationships with customers by supporting everyday banking needs through in-branch interactions,... ...them to the right banking products, services, and digital tools to help them manage...Work experience placementFlexible hours
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