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: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 handlingPreferred Area of Experience: Sales, previous bankingSkill(s): Financial literacy, Knowledge of retail banking products and servicesThe 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
- ...opening new accounts, cross-selling bank products/services, referring customers to other areas of... ...proprietary information. Identify sales opportunities to cross-sell bank products... .... ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months...Suggested
- ...Part-Time Universal Banker (20 Hours)- Marina Branch Working at Citi is far more than... ...the assistance in the execution of sales, products or service activities in coordination with the... ...financial transactions in accordance with bank policies and procedures Refer...SuggestedPart timeMonday to Friday
- Overview 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... ...financial transactions in accordance with bank policies and procedures Refer...SuggestedHourly payFull timePart time
- ...Francisco Federal Credit Union is seeking a Universal Banker for their Lakeside Branch in San... ...the Credit Union, providing exceptional service and managing various transactional services... ...and one year of relevant experience in banking or cash handling, with strong customer...Suggested
- # Universal BankerLakeside - San Francisco, CA 94132## OverviewSalary... ...is seeking a **Universal Banker** for our **Lakeside**Branch... ...she provides Uncommonly Good Service and deepens relationships with... ...equivalent plus one year minimum of banking or cash handling experience.*...Suggested
$28 - $30 per hour
...Talent for Permanent and… Senior Universal Banker III Join Our Team as a... ...is ideal for an experienced banking professional who excels in financial... ...management, and driving sales growth. The successful... ...delivering outstanding customer service, and contributing...Permanent employmentFull timePart timeLocal areaRemote work$56.5k - $73.7k
Overview The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to internal and external customers... ...card orders, disputes) and sales (e.g., opening accounts,... ...experiences aligned with the bank’s standards. Responsibilities...Monday to FridayFlexible hours$56.5k - $73.7k
Citigroup Inc. is seeking a Head Universal Banker in San Francisco, California.... ...providing exceptional service, coaching team members, and ensuring compliance with bank standards while handling various... ...of relevant experience, strong sales skills, and a high school diploma...Full time$56.5k - $73.7k
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while... ...orders, disputes, etc.) and sales (including opening accounts,... ...experiences aligned with the bank’s standards....Full timeMonday to FridayFlexible hours- A leading banking organization is seeking a Senior Universal Banker III in San Francisco. This role involves providing personalized banking services, managing accounts, ensuring compliance with regulations, and driving branch profitability. The ideal candidate has at least...
$23 - $26 per hour
...successful growth trajectory, SFFedCU is seeking a Universal Banker for our Oakland Branch in Oakland. The Position... ...and is responsible for delivering exceptional service to members while performing a wide range of banking transactions and advisory services. This position...Hourly payFull time$50.03k - $65.27k
...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 timeMonday to Friday- ...'s oldest and most respected banks! Today, we're a family-run, publicly... ...and providing exceptional service in Boston, Nantucket,... ...Role As a Client Service Representative, you will play a crucial role... ...efforts and act as a master sales associate to help drive deposits...Temporary work
$250k - $275k
...The Banker is a senior level position responsible for assisting... ...providing strategic advisory services for mergers, acquisitions and... ...coordination with the Institutional Banking team. The VP Banker also... ...Education Bachelor's degree/university degree or equivalent...$27.5 per hour
...Universal Banker Salary Range $27.50 - $27.50 Hourly Position Type Full Time Universal Banker - Full Time (San Francisco, CA)... ...Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products...Hourly payFull timeTemporary workWork experience placementWork at officeFlexible hoursWeekend work- ...Associate Banker SAFE Act LO, AVP Working at Citi... ...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...
- Job Description Associate Banker - Commercial Bank You are customer focused, enjoy building relationships and providing financial advice to your... ...of our full suite of solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant...
- The Universal Banker at Citi in San Francisco is an entry-level role supporting customer service and sales activities by assisting with account openings and service delivery. You will help resolve issues, process transactions and refer opportunities to partners to drive...Full timePart time
- ...buildingrelationshipsandprovidingfinancial advice to your clients. A role as an Associate Banker is for you. As an Associate Bankerinthe Commercial Bank, you will work both independently and as part of... ...including (but not limited to) Credit, Treasury Services, International Banking, Commercial Card, and...
$175k - $225k
...StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment... ...well as in providing strategic advisory services for mergers, acquisitions and other types... ...63 licensesEducation:Bachelor’s degree/University degree or equivalent experienceThis job...Full time$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type:... ...requisition id: 26967523The Banker SAFE Act is a strategic... ...which generate new sales.* Close the deal,... ...operational and administrative services.* Set an example of... ...Education:*** Bachelor's/University degree, Master's degree...Full time$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA... ...and facilitation of services. Responsibilities Partner... ...Banker in creating sales and marketing strategies... ...Citi's full suite of banking and wealth management... ...Education Bachelor's/University degree or equivalent experience...Full time- The Banker is a senior level position responsible for assisting clients... ...providing strategic advisory services for mergers, acquisitions and... ...with the Institutional Banking team. The VP Banker also serves... ...Education Bachelor’s degree/University degree or equivalent...
$56.5k - $73.7k
Citi is hiring a Head Universal Banker in San Francisco to provide exceptional service and lead a branch team. This leadership role involves coaching staff while ensuring compliance with policies and delivering excellent client experiences. The successful applicant will...$200k - $300k
....00Category: Commercial and Business Sales, Executive, Banking & InternationalCompany: CitiThe Mid-Corp... ..., direct competitors' products and services, is also necessary in order to... ...latest data insightsEducation:Bachelor’s/University degree, Master’s degree preferred----...Full time$250k
...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... ...Job Family Private Banker Time Type Full time...Full time$250k
...Managing Director, Private Banker, Downtown San... ...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...Full time$165k - $185k
...00.00 - $185,000.00Category: Banking & InternationalCompany: CitiThe... ...:Partner with Senior Bankers to provide overall relationship... ...full spectrum of products and services by identifying customer needs... ...joining.Education:Bachelor’s/University degree or equivalent experience...Full time$175k - $225k
...join our Enterprise Software Investment Banking practice in New York and San Francisco.... ...presentations and interacting with senior bankers and clients. Depth & Scope: Works within... ...: Bachelors’ degree from a leading university 2+ years working in investment banking,...Local areaFlexible hours$192k - $288k
...: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiThis... ...role is a Commercial Banker position within the... ...development, and referral channels.Represent the bank at industry... ...insightsEducation:Bachelor’s/University degree, Masters degree preferred...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bank Sales & Service Representative (Universal Banker). Be the first to apply!
- bilingual sales representative San Francisco, CA
- telecommunications sales representative San Francisco, CA
- business to business sales representative San Francisco, CA
- automotive sales specialist San Francisco, CA
- outside sales account representative San Francisco, CA
- sales specialist flooring San Francisco, CA
- executive sales consultant San Francisco, CA
- inside sales rep San Francisco, CA
- product sales representative San Francisco, CA
- sales enablement specialist San Francisco, CA


