Bank Sales & Service Representative (Universal Banker)
First 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 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 Skill(s): Financial literacy, Knowledge of retail banking products and services Benefits 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
- ...Matching, Health Benefits, and more! The Universal Banker with PlainsCapital Bank is a cross-trained retail banking... ...both new accounts and teller services. Maintains an in-depth knowledge of... ...preference for experience in retail banking sales and/or new accounts. Previous cash...SuggestedWork at office
- ...A Universal Banker at CNB serves as the primary representative of the bank, embodying its culture of customer service in every interaction. This role is essential to the Customer Service team, requiring collaboration with various departments to fulfill customer requests...SuggestedWork at office
- Central National Bank is seeking a Universal Banker in Austin, Texas. This role represents the bank, focusing on exceptional customer service, managing accounts, and collaborating with teams to meet customer needs. Ideal candidates will possess strong communication skills...Suggested
- Technology Credit Union is looking for a Universal Banker in Austin, Texas, to support sales and service objectives. The role includes opening new accounts, cross... ...community outreach. Ideal candidates have 4+ years in banking, strong communication skills, and a passion for...SuggestedRemote jobFull time
- ...Universal Banker The SouthState story is one of steady growth, deep community... ...Banker serves as a full service, single point of contact in the... ...the financial growth of the bank. Essential Functions... ...customer relationship building or sales experience Demonstrated expertise...Suggested
- Position Summary The Universal Banker, Market Development assists the Retail Banking organization with implementation of sales plans, quality member service and daily operations that support product sales and service objectives for Technology Credit Union (Tech CU). This...Full timeTemporary workWork experience placementBank staffWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend work
- First Citizens in Round Rock, Texas is seeking a Sales and Service Representative to enhance customer experience by processing transactions and providing service. This role requires strong communication, sales skills, and the ability to adaptively respond to customer needs...
- ...monies assigned. Deliver superior quality service, identifying and understanding the client... ...needs. Cross‑trained to support sales and service activities, with a particular... ...solutions including ATMs, Online and Mobile banking to make banking easier and enhance their...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...highly motivated, experienced Universal Banker for its new Dallas... ...deliver exceptional member service while meeting sales targets and promoting the... ...customer receipts. Cross-sell bank services and products.... ...functions. Attend and represent Nizari PFCU at events and...
- ...businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing... ...of deposit and related business services. Larger relationships may be managed... ...sources in accordance with a sales plan to achieve production goals and...
- First Citizens Bank in Round Rock, Texas, seeks a Business Banker to develop and expand relationships with business owners in the community. The role requires managing a portfolio of relationships, providing tailored financial solutions, and engaging in proactive business...
- ...success. As a Teller within PNC's University Commons Branch, you will be... ...interactions. Identifies banking opportunities during the customer... ...Experience (CX), Customer Service, Identifying Opportunities, Leveraging... ...Technology, Proactive Sales Competencies Accuracy...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...nationally recognized award‑winning bank that is one of the strongest... ...in the country! Our Retail Bankers are the face of our... ...experience by offering products and services that best meet their needs. The... ...Responsibilities Achieving individual sales by proactively identifying,...Full timeTemporary workLocal area
$1,000 per month
...Insurance Agent- Sales, Customer Service Job Category: Sales Requisition Number: INSUR039041... ...hospital indemnity, health advocate program, universal life, critical illness, and accident... ...as timely delivery of deposits to the bank with scanned documentation in agency...Full timeRelocation package- ...Inside Sales & Customer Support Representative Location: Austin, TX The Inside Sales & Customer Support... ...inquiries regarding products, orders, and services, responding promptly and... ...general business information (e.g., W9s, banking details, equipment specifications)....Job sharingPart timeFlexible hours
- ...of work experience in a retail or customer service environment preferred Must be able to work... ...payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...alert: Location: Round Rock, TX, 78665 Requisition Number: 229225 Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms...Local area
- Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base through the pick‑up and delivery of uniforms and facility services products such as floor mats, dust mops, air fresheners...Local area
- ...Join to apply for the Personal Banker II role at Frost . It’s about interactions more... ...0-year legacy of providing unparalleled banking services. Who You Are As a Personal Banker II , you... ...Use all opportunities to meet assigned sales goals for deposit and loan products by discussing...Monday to Friday
- JPMorgan Chase is looking for a Private Client Banker in Austin, Texas, to manage relationships with affluent clients and ensure their banking needs are met efficiently. The role... ...receives the appropriate banking products and services. If you're passionate about client...
- ...Description****Summary:**Our branch banking roles offer a welcoming and... .... As a Customer Experience Banker, you are a Financial Concierge... ...and other banking products and services. You will process customer... ...relationships through a disciplined sales process, new customer follow-...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- First National Bank Texas is seeking a teller to deliver exceptional customer service in a high-volume branch. You will handle cash transactions, process deposits and... ...a busy setting, and a willingness to engage in sales activities to support monthly new account production...
- A leading regional bank in Texas is seeking a Personal Banker II to serve as the first point of contact for customers. The ideal candidate will... ...a portfolio of clients, ensuring a high level of service while achieving sales goals related to deposit and loan products....
- PlainsCapital Bank is seeking a Universal Banker to provide comprehensive banking services in Austin, Texas. This individual will excel in customer service, establish new client relationships, and perform a range of financial services including account management and cash...
- Job Description At Bank of America, we are guided by a common purpose to help make financial... ...assist with transactions through self‑service resources (mobile banking, online banking... .... One year of demonstrated successful sales experience in a salary plus incentive environment...Work at officeFlexible hoursShift workWeekend workDay shift
- RadNet, Inc. is seeking a customer service representative in Round Rock, Texas. This role involves providing exceptional service, processing transactions, and assisting customers with bank products. Candidates must be at least 18 years old and have a high school diploma...Flexible hoursAfternoon shift
$15.5 per hour
...Your Opportunity Customer Service Representative (Bilingual)TitleMaxRound Rock, TX As a Customer Service... ...and integrity into a Point of Sale (POS) system. Build new business by completing... ...of Brands will never ask you for banking or other payment information at any point...Hourly payFull timeTemporary workWork at officeLocal area$3,000 per month
## **Reports To**## Branch Service Manager## **Job Overview**## **Responsibilities*** Assist clients with deposits, withdrawals, and transfers... ...and assisting with branch auditing.* Promote, prepare, and sell bank related products and services such as debit cards, eStatements,...Full timeNight shift- Woodforest National Bank is seeking a Retail Banker in Austin, Texas. The role involves engaging with customers to enhance their banking... ...tailored to their needs. Candidates should possess strong sales and customer service skills, with a minimum high school diploma. Training...
- ...is seeking a Customer Experience Banker Non NMLS in Austin, Texas. In... ...relationships through excellent service. The ideal candidate will have a... ...service experience, preferably in banking. This position requires strong communication and sales skills, with opportunities for professional...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bank Sales & Service Representative (Universal Banker). Be the first to apply!
- technology sales representative Round Rock, TX
- sales representative insurance Round Rock, TX
- field sales representative Round Rock, TX
- sales agent Round Rock, TX
- sales representative flooring Round Rock, TX
- commercial banking specialist Round Rock, TX
- sales specialist flooring Round Rock, TX
- b2b sales representative - entry level Round Rock, TX
- inside sales representative Round Rock, TX
- local sales representative Round Rock, TX

