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

Bank Sales & Service Representative(Universal Banker/Teller)

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 and cash handling

Preferred Area of Experience: Sales, previous banking experience

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

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Bank Sales & Service Representative(Universal Banker/Teller) in River Hills, WI vacancy
  •  ...WaterStone Bank is seeking a Universal Banker in Milwaukee, WI. This role involves assisting customers...  ...banking needs while performing teller transactions and recommending...  ...should have 1-2 years of sales and 2-4 years of customer service experience, as well as a High School... 
    Suggested

    WaterStone Bank

    Milwaukee, WI
    12 hours ago
  • $19.5 per hour

     ...Universal Banker I Locations Fox Point, WI 53217, USA Starting salary...  ...dual role (Platform/60% Teller) focused on delivering outstanding service with every customer...  ...customers. Engage in reactive sales and cross-sell...  ...factors that may affect the bank. Operates in full compliance... 
    Suggested
    Full time
    Flexible hours

    WaterStone Bank SSB

    Fox Point, WI
    1 day ago
  •  ...Horicon Bank – Universal Banker – Wauwatosa, Wisconsin This Universal Banker position earns a competitive wage based on experience. We provide...  ...growing relationships and sharing about the great products and services that we offer. You greet customers enthusiastically and... 
    Suggested
    Full time
    Monday to Friday
    Flexible hours

    Horicon Bank

    Wauwatosa, WI
    3 days ago
  •  ...Horicon Bank in Wauwatosa, Wisconsin is actively seeking a productive full-time Universal Banker. 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... 
    Suggested
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Horicon Bank

    Milwaukee, WI
    18 hours ago
  • $20.19 - $27.4 per hour

     ...About Byline Bank Headquartered in Chicago, Byline...  ...(NYSE:BY), is a full-service commercial bank...  ...Position : The Jr. Universal Banker is responsible for assisting...  .... This role provides sales and servicing of all...  ...procedures. Processes teller transactions in an... 
    Suggested
    Work experience placement
    Work at office
    Remote work

    Byline Bank

    Milwaukee, WI
    18 hours ago
  •  ...Cedarburg, WI is seeking a Senior Universal Banker to guide members in their...  ...financial journeys and help navigate banking needs. You'll build...  ...fellow bank employees to enhance service quality. The ideal candidate has over 2 years of sales or customer service experience... 

    Summit Credit Union

    Cedarburg, WI
    12 hours ago
  •  ...along the way. As a Senior Universal Banker at our West Milwaukee branch...  ...mission. You won’t just work in banking, you’ll shape financial...  ...trust, empathy, and outstanding service. Provide expert support on...  ...Drive branch success through sales, service excellence, and... 
    Work at office
    Local area

    Summit Credit Union

    Milwaukee, WI
    12 hours ago
  •  ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we'...  ...mission. You won't just work in banking, you'll shape financial...  ...trust, empathy, and outstanding service. Provide expert support...  ...Drive branch success through sales, service excellence, and... 
    Work at office
    Local area

    Summit Credit Union

    Milwaukee, WI
    4 days ago
  •  ...Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers. Whether...  ...by visiting We are seeking a full-time (30 hour) Customer Service Representative I to join our team at the Cedarburg branch. As a CSR I, you'... 
    Full time

    PORT WASHINGTON STATE BANK

    Cedarburg, WI
    4 days ago
  • $19.15 - $21.4 per hour

     ...Start Your Financial Services Career with Kohler Credit Union...  ...is looking for a Full‑time Teller/Member Service Representative to join our team at our...  ...excellent opportunity to launch a banking career with a respected,...  ...needs Support branch sales and service goals through... 
    Hourly pay
    Full time
    Local area
    Visa sponsorship

    Kohler Credit Union

    Mequon, WI
    2 days ago
  •  ...A banking institution in Fox Point is looking for a Universal Banker to assist customers through efficient transaction processing and service. The role requires 1-2 years of sales and 2-4 years of customer service experience. The ideal candidate will have a High School... 

    Milwaukee Succeeds

    Fox Point, WI
    18 hours ago
  • $19.15 - $21.4 per hour

     ...Kohler Credit Union in Mequon is seeking a Full-Time Teller/Member Service Representative to join their team. This role offers a starting pay range...  ...looking to start a career in financial services. No prior banking experience is required, and training will be provided. The... 
    Hourly pay
    Full time

    Kohler Credit Union

    Mequon, WI
    2 days ago
  • $17 per hour

     ...Teller - Full Time LinkedIn Twitter...  ...-Time/Regular No banking experience necessary to...  ...providing high-touch service to our customers and employees...  ...as the Bank's personal representative with its customers, providing...  ...Bank. SERVICE/SALES * Consistently... 
    Full time
    Temporary work
    Bank staff
    Local area
    Day shift

    North Shore Bank

    Glendale, WI
    1 day ago
  • $25 per hour

     ...Self-Help Services Corp is seeking a Universal Banker to join their Milwaukee, WI team. In this role, you will manage consumer loan processes, provide member services, and ensure regulatory compliance. The ideal candidate will have 3–5 years of experience in a financial... 
    Hourly pay

    Self-Help

    Milwaukee, WI
    4 days ago
  • $25 per hour

    ## Universal BankerApplylocations: WI-Milwaukee-South Gatetime type:...  ...**We are seeking a Universal Banker to join our Milwaukee, WI team...  ...) to meet their financial service needs* Promote credit union products...  ...drawer daily.* Handle Vault Teller responsibilities and balance... 
    Hourly pay

    Self-Help Federal Credit Union

    Milwaukee, WI
    3 days ago
  • $17 - $28.96 per hour

     ...At Associated Bank we strive to create an inclusive...  ...requires you to directly represent yourself and your own...  ...Join Associated Bank as a Banker, where you'll build...  ...customers, provide exceptional service, and learn the skills...  ...of customer-facing sales and/or service... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Glendale, WI
    2 days ago
  •  ...Self-Help Federal Credit Union is seeking a Universal Banker to join the Milwaukee, WI team. This role involves managing consumer loan processes, providing financial services to members, and promoting credit union products tailored to member needs. Applicants should possess... 

    Self-Help Federal Credit Union

    Milwaukee, WI
    1 day ago
  • $25 per hour

     ...Job Description We are seeking a Universal Banker to join our Milwaukee, WI team. Responsibilities...  ...with members to meet their financial service needs and promote credit union products...  ...the cash drawer daily; handle vault teller responsibilities and balance the ATM daily... 
    Hourly pay

    Self-Help

    Milwaukee, WI
    4 days ago
  •  ...Summit Credit Union is seeking a Senior Universal Banker for its West Milwaukee branch. This role involves leading financial conversations...  .... The ideal candidate will have at least 2 years of sales or customer service experience and a high school diploma. The position... 

    Summit Credit Union

    Milwaukee, WI
    12 hours ago
  •  ...Shift Our client, a global trailblazer in financial services, is not just a trusted name—they’ve earned the top...  ...to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits... 
    Full time
    Part time
    Immediate start
    Shift work
    Day shift

    Quality Talent Group

    Glendale, WI
    4 days ago
  •  ...career in the finance and banking industry? Summit...  ...currently seeking a Senior Universal Banker to work out of our...  ...products, as well as, other services. Ideal candidate...  ...the Member Service Teller by observing their member...  ...or working in a sales environment, previous... 
    Full time
    Work at office
    Local area

    Summit Credit Union

    Cedarburg, WI
    10 hours ago
  • $41.71k - $50k

     ...week. 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...  ...Salaried The above represents BMO Financial Group's pay range... 
    Contract work
    Part time
    Local area
    Day shift

    BMO Financial Group

    River Hills, WI
    2 days ago
  • $20.25 - $24.75 per hour

     ...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...  ...and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals... 
    Temporary work
    Local area

    U.S. Bank

    Wauwatosa, WI
    4 days ago
  • $23.75 - $29.03 per hour

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses...  ...available deposit and loan products and services, and recommending solutions based on each...  ...interpersonal skills Experience in participating in sales campaigns/promotions Experience with... 
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    Mequon, WI
    4 days ago
  • $23.75 - $29.03 per hour

     ...Client Relationship Consultant 3 (Banker) - Howell, WI (Part-time 20...  ...id: 2026-0014900At U.S. Bank, we’re on a journey to do our...  ...deposit and loan products and services, and recommending solutions based...  ...Experience in participating in sales campaigns/promotions - Experience... 
    Temporary work
    Part time
    Local area

    U.S. Bank

    Milwaukee, WI
    4 days ago
  • $41.71k - $65k

     ...Delivers exceptional service to BMO customers and prospects. Identifies...  ...solutions and preferred banking channels while recommending tailored...  ...solutions addressing both sales and service needs (e.g....  ...Salaried The above represents BMO Financial Group's pay range... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    River Hills, WI
    2 days ago
  • $17 - $22.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different...  ...Bank requires you to directly represent yourself and your own experiences...  ...hires. Join Associated Bank as a Teller, where you'll provide exceptional service and support to every customer... 
    Hourly pay
    Night shift

    Associated Banc-Corp

    Milwaukee, WI
    2 days ago
  • $41.71k - $65k

     ...seeking a dedicated professional to deliver exceptional customer service and tailor financial solutions for clients in Fox Point,...  ...candidates should have 2-3 years of experience in customer service or sales, with strong problem-solving skills. The position offers a salary... 

    Hispanic Alliance for Career Enhancement

    Fox Point, WI
    1 day ago
  • $19.15 - $21.4 per hour

     ...Kohler Credit Union is seeking a Full-time Teller/Member Service Representative for their Mequon Branch. This role is ideal for those looking to start...  ...a rewarding career in financial services with no prior banking experience required. The position offers a starting pay... 
    Hourly pay
    Full time

    Kohler Credit Union

    Mequon, WI
    2 days ago
  •  ...Loomis CMS Teller With a network of nearly 200 branches, Loomis armored transportation...  ...Come join our team! As Cash Management Services Teller, you work with your team to ensure...  ..., and/or check deposits received from bank, ATM, and/or commercial customers providing... 
    Full time
    Flexible hours
    Shift work

    Loomis

    Milwaukee, WI
    1 day ago

Do you want to receive more vacancies?

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