Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Bank Sales & Service Representative (Universal Banker)

$20 - $27 per hour

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.

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 6 months customer service, cash handling

Preferred Area of Experience: Sales, prior banking experience

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $20.00 to $27.00 per hour. 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Bank Sales & Service Representative (Universal Banker) in Newport Beach, CA vacancy
  • $20 - $27 per hour

     ...Job Opportunity At First Citizens Bank At First Citizens Bank, together we become better. We're looking for people who...  ...difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Shift work

    First Citizens BancShares

    Newport Coast, CA
    11 days ago
  • $53.67k - $70.03k

     ...The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers...  ...orders, disputes, etc.) and sales (including opening accounts,...  ...experiences aligned with the bank’s standards Responsibilities... 
    Suggested
    Full time
    Flexible hours

    Citigroup Inc

    Fountain Valley, CA
    7 days ago
  •  ...Head Universal Banker, Fountain Valley Branch Working at Citi is far more...  ...for providing exceptional service delivery to our internal and...  ...orders, disputes, etc.) and sales (including opening accounts,...  ...experiences aligned with the bank's standards. Responsibilities... 
    Suggested
    Flexible hours

    Citi

    Fountain Valley, CA
    2 days ago
  • $25 per hour

     ...the very best available banking and accounting talent....  ...recruiters are former bankers or accountants themselves...  ...is seeking to fill a Universal Banker role in the Laguna...  ...all customer service functions while maintaining...  ...positions. Experience in loan sales, application generation... 
    Suggested
    Work at office

    The Symicor Group

    Laguna Beach, CA
    3 days ago
  • Citigroup Inc. is seeking a Head Universal Banker in Fountain Valley, CA. This...  ...responsible for exceptional service delivery and mentoring the...  ...transactions and lead sales efforts while ensuring compliance...  ...with relevant experience in banking. This role offers a... 
    Suggested

    Citigroup Inc.

    Fountain Valley, CA
    2 days ago
  •  ...General Summary The Financial Service Representative (FSR) is based in a branch. This position...  ...within established guidelines to perform sales and service activities. Provides...  ...all electronic services such as online banking, mobile banking, mobile deposits, direct... 
    Work at office

    North Island Credit Union

    Santa Ana, CA
    2 days ago
  •  ...Managing Director, Private Banker, Orange County...  ...competitors' products/services is also necessary in order...  ...them develop and share sales ideas across their and...  ...interests of the Private Bank. Help team members acquire...  ...: ~ Bachelor's/University degree, Master's degree... 

    Citi

    Costa Mesa, CA
    2 days ago
  • $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 experience... 
    Full time

    Citigroup Inc

    Costa Mesa, CA
    4 days ago
  • $250k

     ...Personal Banker Safe Act, Costa Mesa Harbor Branch, Officer...  ...assistance in the execution of sales, products or service activities in coordination...  ...experience ~ Previous banking, retail, or sales experience...  ...: ~ Bachelor's Degree/University degree or equivalent experience... 

    Citi

    Costa Mesa, CA
    3 days ago
  •  ...Loan origination: 1 year (Preferred) Sales: 1 year (Preferred)...  ...regulations, and best practices in mortgage banking. Skills : Strong customer service skills with a focus on client satisfaction...  ...today & join us as a Mortgage Banker where you can make a significant impact... 
    Monday to Friday
    Shift work

    Button Finance, Inc

    Costa Mesa, CA
    3 days ago
  •  ...Columbia Bank - 17901 Von Karman Avenue - Responsibilities: Serve as the Commercial...  ...Banking's primary customer contact for the servicing of all clients; Provide updates of...  ...Escalate more complex issues to Sr. CCS Representative when needed; Maintain compliance with bank... 

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    19 hours ago
  • $22.5 - $27.6 per hour

     ...diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial...  ...with friendly and attentive service. Your role at Chase will significantly... 
    Part time

    JPMorgan Chase Bank, N.A.

    Newport Coast, CA
    1 day ago
  • The Portfolio Banker is responsible for gathering and analyzing credit information, for conducting...  ...and is to provide exemplary service to ensure customer satisfaction. The LCS...  ...and guarantor(s) Ensure compliance with bank policy, regulatory requirements and credit... 
    Hourly pay
    Contract work
    Bank staff
    Work at office

    Farmers & Merchants Bank of Long Beach

    Newport Beach, CA
    3 days ago
  • $25 - $27.88 per hour

    Job Description: At Bank of America, we are guided by a common purpose to help make financial...  ...paths - whether shaped by military service, community college education, or a wide range...  ...One year of demonstrated successful sales experience in a salary plus incentive environment... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Costa Mesa, CA
    4 days ago
  • $102.44k - $174.2k

     ...Portfolio Banker The Portfolio Banker partners with Relationship...  ...to deliver a high level of service to support strong client relationships...  .... Ensure compliance with Bank policy, regulatory...  ...characteristics described below are representative of those that must be met by... 
    Contract work
    Work at office
    Local area

    Farmers and Merchants Bank of Long Beach

    Newport Coast, CA
    3 days ago
  • $60k - $150k

     ...Licensed Sales Customer Service Representative Job Category: Sales Location: Santa Ana, CA 92705, USA Job Type: Full-Time Job Details...  ...disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We... 
    Full time

    Freeway Insurance Services America, LLC

    Santa Ana, CA
    4 days ago
  • $20 - $25 per hour

     ...Inside Sales & Service Representative Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity... 
    Hourly pay
    Full time
    Part time
    For contractors
    Internship
    Work at office
    Local area
    Immediate start

    Hajoca Corporation

    Costa Mesa, CA
    7 hours ago
  • $24.87 - $33 per hour

     ...client relationship, direction and customer service support for corporate and commercial...  ...Responsible for acting as Commercial Banking's primary customer contact for the servicing...  ...; receives guidance from Sr. CCS Representative to approach complex issues. Responsible... 
    Work at office
    Immediate start

    Columbia Bank

    Irvine, CA
    2 days ago
  • $43.68k - $69.9k

     ...Make banking a Fifth Third better® We connect great people...  ...GENERAL FUNCTION: The Personal Banker I position will provide an...  ...utilizing our consultative sales and service process. Responsible and...  ...Ability to professionally represent Fifth Third Bank in verbal and... 
    Work at office

    Fifth Third

    Newport Beach, CA
    19 hours ago
  • $44.3k - $73k

     ...Make banking a Fifth Third better® We connect great people to great...  ...FUNCTION: The Personal Banker II position will provide an...  ...utilizing our consultative sales and service process. Responsible and...  ...Ability to professionally represent Fifth Third Bank in verbal and... 
    Work at office

    Fifth Third Bank, N.A.

    Newport Beach, CA
    2 days ago
  • $43.68k - $69.9k

     ...Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities...  ...by utilizing our consultative sales and service process. Responsible and accountable...  .... Ability to professionally represent Fifth Third Bank in verbal and written... 
    Work at office

    Fifth Third Bancorp

    Newport Coast, CA
    2 days ago
  • $23 - $25 per hour

     ...Federal Credit Union (OCFCU), banking is personal—always has...  ...work every day. Personal Banker/Member Service Representative (MSR) You're more than...  ...You'll blend service, sales, and problem-solving to help...  ...a minimum one-year recent universal or personal banker experience... 
    Hourly pay
    Weekday work

    Orange County's Credit Union

    Irvine, CA
    4 hours ago
  • $120k - $170k

     ...Senior Commercial Banker Or Commercial Banker II...  ...company you can be proud to represent. The hiring range for...  ...Management, Merchant Services, and other related business...  ...and promotes all Bank products and services to...  ...record of success in a sales environment. ~ Excellent... 
    Local area

    Tri Counties Bank

    Irvine, CA
    19 hours ago
  • $20.97 - $31.46 per hour

     ...Unions to Work For by American Banker and one of the Best Credit...  ...Forbes, is seeking a motivated and service-focused professional to join...  ...our team as a Floating Personal Banking Officer supporting our retail...  ...6 months of related platform sales experience or financial experience... 
    Hourly pay
    Full time
    Work at office
    Local area

    Financial Partners Credit Union

    Costa Mesa, CA
    1 day ago
  • $23 - $25 per hour

     ...Federal Credit Union (OCFCU), banking is personal—always has...  ...every day. As a Personal Banker/Member Service Representative (MSR), you're more than...  ...You'll blend service, sales, and problem-solving to help...  ...a minimum one-year recent universal or personal banker experience... 
    Hourly pay
    Weekday work

    Orange County's Credit Union

    Santa Ana, CA
    5 hours ago
  •  ...Account Representative Join Team FSSI and Become an Employee-Owner! Opening...  ...document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing...  ...success in the role through our FSSI University as well as hands on training with... 
    Remote work

    FSSI

    Santa Ana, CA
    3 days ago
  • $27 - $28 per hour

     ...leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing...  ...currently looking for an Account Representative to join our Client Services team...  ...success in the role through our FSSI University as well as hands on training... 
    Hourly pay
    Remote work

    Financial Statement Services, Inc

    Santa Ana, CA
    3 days ago
  • $90k - $110k

     ...journey to deliver on client needs and drive sales opportunities while mitigating risk...  ...Practice Solutions, Treasury, and Business Banking to increase small business opportunities...  ...advise small business owners on solutions, services, and digital capabilities that help them... 
    Temporary work
    Work experience placement
    Shift work
    Day shift

    Bank of America

    Newport Coast, CA
    19 hours ago
  • $104k - $168k

     ...Senior Business Banking Relationship Manager (LO) Wells Fargo...  ...communication and responsive service Provide actionable feedback...  ...experience in business-to-business sales ~ Established network in...  ...requires you to directly represent your own experiences during the... 
    Work experience placement
    Work at office
    Local area
    Relocation package

    Wells Fargo

    Newport Coast, CA
    1 day ago
  •  ...Description Job Description Check out a day in the life at CLEAR in the video above. Job Overview: As a  CLEAR Sales and Service Representative (Ambassador) , you will be the face of CLEAR, responsible for driving membership growth while delivering exceptional... 
    Part time
    Shift work

    CLEAR

    Santa Ana, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Bank Sales & Service Representative (Universal Banker). Be the first to apply!