Bank Sales & Service Representative (Universal Banker)
$20 - $28 per hourFirst Citizens Bank
Job TitleSales and Service RepresentativeAt 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 conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsSales 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 specialistAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyResponsibilities & QualificationsService 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.Additional InformationHigh School Diploma or GED and 6 months customer service, cash handlingPreferred Area of Experience: Sales, banking experienceSkill(s): Financial literacy, Knowledge of retail banking products and servicesThe base pay for this position is generally between $20.00 to $28.00 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
- ...members. Our members work for Stanford University or some of the most innovative... ...One to three years' experience in banking, customer service or sales related field. High school diploma... ...Credit Union provides pay ranges representing its good faith estimate of what the...SuggestedTemporary workWork at officeFlexible hours
- Citigroup Inc. in Palo Alto, CA, seeks a Head Universal Banker to lead service delivery and sales while coaching branch staff. You will handle deposits, payments, account openings, card orders, and disputes, while championing risk controls and a strong client experience...SuggestedFull time
$109.12k - $163.68k
The Associate Banker SAFE Act LO is a seasoned professional... ...and/or facilitating services to others in area of... ...in the creation of sales and marketing... ...Citi’s full suite of banking and wealth management... ...Education Bachelor’s/University degree or equivalent experience...SuggestedFull time$250k
...Managing Director, Private Banker, Palo... ...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... ...Education:*** Bachelor's/University degree, Master's degree...SuggestedFull time$80k - $95k
...Business Services Representative At First Citizens Bank, together we become better. We're looking for people who want... ...with Business and Commercial Bankers as a subject matter expert in business... .... Duties & Responsibilities Sales - Achieve individual and/or team...SuggestedWork at officeImmediate start- ...The Private Banker Sr. Principal is an internally and... ...connections to the Citi Private Bank. Effectively manage... ...which generate new sales. Close the deal,... ...operational and administrative services. Partner with... ...~ Bachelor's/University degree, Master's degree...
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...by supporting everyday banking needs through in-branch interactions... ...the right banking products, services, and digital tools to help... ...View, CA 94041 ~2301 University Ave Palo Alto, CA 94301 ~26...Hourly payWork experience placementFlexible hours$25.97 - $31.75 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... ...: Minimum of one year demonstrated sales experience in a relationship-oriented and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$146.33k - $195.1k
...prosper. As a Business Banker at First Citizens Bank you will carry on our tradition... ...and related business services. Larger relationships may... ...sources in accordance with a sales plan to achieve production... .... When appropriate, represents the Bank in the community...Work at officeImmediate start$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...by supporting everyday banking needs through in-branch interactions... ...the right banking products, services, and digital tools to help... ...View, CA 94041 ~2301 University Ave Palo Alto, CA 94301 ~260...Hourly payWork experience placementFlexible hours- ...clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all... ...and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services...Work at officeLocal area
- Chase is seeking a Relationship Banker to represent our brand with hospitality and to build enduring client relationships using our banking solutions and technology. The role focuses on... .../evening availability and a strong service orientation. #J-18808-Ljbffr FairygodbossWeekend workAfternoon shift
$50.1k - $82.8k
...Address: 701 Santa Cruz Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Takes... ...Salary $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will...Part timeLocal areaImmediate startDay shift$28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship... ...relationship expansion. This position achieves sales standards through outbound calling, outside prospecting...Work at officeLocal areaFlexible hoursNight shift- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound... .... You will explain bank products, meet sales targets, develop internal partnerships,...
- ...Morgan Stanley is seeking a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions. You will profile client bases, develop opportunities, and maintain a robust pipeline to meet...
$110k - $185k
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...Temporary workWork at office- ...finance? Your search is over... WaFd Bank is hiring a Personal Banker.WaFd Bank has been a financial... ...relationships, delivering solutions, and representing WaFd in the communities we serve. We... ...ownership, simplicity, discipline, and service. In addition, they must be kind....Work at office
- ...guidance, exception approvals, and facilitation—delivering great service while reducing risk. As an Expense Management Associate in... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...Work at office
- ...Senior Private Client Banker in a J.P. Morgan or Chase Branch, you will represent our brand and culture with... ...J.P. Morgan products, banking solutions and cutting-... ...approach. Deliver exceptional service, resolve issues from... ...in financial services sales, with verifiable...Immediate startAfternoon shift
$25 per hour
...Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They... ...and mobile-first ways to handle banking transactions, like on our app or through... ...School degree or GED required 2 years of sales and customer service experience, demonstrating an ability...Hourly payLocal areaFlexible hoursAfternoon shift- ...Relationship Banker At Chase, we are passionate about... ...Chase Branch, you will represent our brand and culture... ..., using the latest banking solutions and cutting-edge... ...friendly and attentive service. You will take a lead role... ...skills ~1+ year of sales experience in Retail...Immediate startAfternoon shift
- ...Senior Banker Santa Clara, California To proceed with your application... ...of age. Acknowledge ( Bank of America employees are... ...- whether shaped by military service, community college education,... ...Minimum of one year demonstrated sales experience in a relationship-...Work at officeFlexible hoursShift workWeekend workDay shift
- JPMorganChase is seeking a Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage... ...planning approach. Strong communication, leadership, and sales skills are essential. #J-18808-Ljbffr JPMorganChaseLocal area
- ...Co. in Mountain View is seeking a Relationship Banker at a Chase Branch to deliver warm, attentive service, grow client relationships, and introduce... ...and solutions. Requirements include 1+ year of sales in retail banking, a high school diploma or GED, and regulatory...Weekend workAfternoon shift
- JPMorganChase is seeking a Relationship Banker to join a Chase Branch, where you... ...their financial needs while representing the brand with hospitality and expertise... .... The role requires 1+ year of sales experience in retail banking, strong communication, and compliance...
- ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible... ...within 90 days of start dateProven sales success and strong business acumenStrong community...Temporary workWork experience placementLocal area
- ...Chase & Co. in California seeks a Relationship Banker to welcome clients, understand their financial needs, and present appropriate banking solutions. You will build relationships by delivering friendly, knowledgeable service in a branch setting. You will learn Chase...
- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client...Immediate startAfternoon shift
$19 - $23 per hour
...ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...opening procedures for all bank products/services. Answer customer inquiries, make... ...Bank proprietary information. Identify sales opportunities to cross-sell bank products...Full timeWork experience placementFlexible hours
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