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, previous 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 Solana Beach, CA vacancy
  • $22 - $29.91 per hour

     ...Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who...  ...in the communities where we live and work. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Carlsbad, CA
    15 hours ago
  •  ...Senior Universal Banker III Location: Carlsbad, CA (On...  ...Industry: Retail Banking Status: Interviewing...  ...combines exceptional client service, deep financial...  ...Customer Experience & Sales Advise: Provide...  .... Network: Represent the branch at local Carlsbad... 
    Suggested
    Full time
    Local area
    Immediate start
    Remote work
    Worldwide

    Dexian

    Encinitas, CA
    4 days ago
  • $23 - $28.6 per hour

     ...place exceptional candidates. Currently, we have a Universal Banker opportunity with a nationally recognized Bank, a 5-star rated financial institution that has...  ...staying true to its mission of delivering exceptional service and innovative banking solutions. Joining our... 
    Suggested
    Temporary work

    BancForce

    Del Mar, CA
    22 days ago
  • $30.9 - $37.76 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best....  ...available deposit and loan products and services, and recommending solutions based on each...  ...skills - Experience in participating in sales campaigns/promotions - Experience with using... 
    Suggested
    Temporary work

    U.S. Bank

    Del Mar, CA
    4 days ago
  • $30.9 - $37.76 per hour

     ...Job Opportunity At U.S. Bank, we're on a journey to do our best. Helping the customers...  ...available deposit and loan products and services, and recommending solutions based on each...  ...skills. Experience in participating in sales campaigns/promotions. Experience with using... 
    Suggested
    Temporary work

    U.S. Bancorp

    Del Mar, CA
    4 days ago
  • $30.77 - $45.67 per hour

     ...'re more than a financial services leader – we’re a global trailblazer...  ...is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business...  ..., $500K to $2MM in annual sales, by owning the full client...  ...requires you to directly represent your own experiences... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Encinitas, CA
    7 hours ago
  • $37 - $65.5 per hour

     ...we're more than a financial services leader – we’re a global trailblazer...  ...a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...primary point of contact for banking products and services through...  ...Fargo requires you to directly represent your own experiences during... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Solana Beach, CA
    4 days ago
  •  ...Associate Banker At Chase, we are passionate about...  ...within Chase, you will represent our brand and culture with...  ..., using the latest banking solutions and cutting-edge...  ...friendly and attentive service. Your role at Chase...  ...the U.S. in credit card sales and deposit growth and... 
    Part time

    Chase

    Del Mar, CA
    2 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose...  ...conducting transactions through self-service resources, such as mobile banking, online...  .... 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

    Encinitas, CA
    2 days ago
  •  ...CA-WA Private Mortgage Banker (SAFE) in Consumer Lending...  ...excellent customer service Build relationships...  ...financial professionals, bank stores, past customers,...  ...Private Mortgage Banking Sales functional area,...  ...requires you to directly represent your own experiences during... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Encinitas, CA
    3 days ago
  • $25.93 - $41.43 per hour

     ...Relationship Banker Sr This position is responsible...  ...contributing to overall branch sales efforts, maintaining best in class service levels for their branch,...  ...segments, and Preferred Banking as defined, through...  ...client service. Represents the Bank by actively participating... 
    Hourly pay

    City National Bank

    Solana Beach, CA
    4 days ago
  • $250k

     ...Personal Banker SAFE Act, La Jolla Downtown 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... 

    Citigroup Inc

    La Jolla, CA
    4 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

    La Jolla, CA
    13 hours ago
  • $20 - $28.6 per hour

     ...Sr. New Accounts/CSR/Banker We are a professional staffing firm, working with organizations across the country to place...  ...from staying true to our mission: delivering exceptional service and innovative banking solutions. Joining our team means becoming part of a community... 
    Hourly pay
    Temporary work

    Workway

    Carlsbad, CA
    4 days ago
  • $22.05 - $28.6 per hour

     ...Senior New Accounts/CSR/Banker We are a professional staffing firm, working with organizations across the...  .../Banker with one of the nation's top-performing banks. Renowned for delivering exceptional financial services and making a positive impact in the communities it... 
    Hourly pay
    Temporary work

    Workway

    La Jolla, CA
    5 days ago
  • $128.31k - $196.75k

     ...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

    La Jolla, CA
    3 days ago
  • $20 - $28.6 per hour

     ...experience, you could be the next Client Service Representative II, III, or Senior level Client Service...  ...services; actively cross selling the Bank's products and services; maintaining and...  ...Actively takes advantage of all sales opportunities, cross-selling bank products... 
    Full time
    Work at office
    Local area

    Poppy Bank

    Carlsbad, CA
    4 days ago
  • $166.43k - $221.9k

     ...prosper. As a Commercial Banker at First Citizens Bank you will carry on our...  ...deposit and related business services. #LI-JR1 Responsibilities...  ...lending opportunities. Represent the bank in the community...  ...guidance and expertise Sales planning and forecasting... 
    Local area

    First Citizens Bank

    La Jolla, CA
    15 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

    Carlsbad, CA
    3 days ago
  • $41.71k - $50.5k

     ...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice...  ...41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary... 
    Contract work
    Part time
    Local area
    Day shift

    Bmo

    La Jolla, CA
    9 days ago
  •  ...Summary: The position of Financial Service Representative I is established to provide prompt, professional...  ...diploma or equivalent. One year of banking experience to include: knowledge of...  ...member interactions, referrals and sales, following policy and procedure and... 
    Full time
    Work experience placement
    Monday to Friday
    Weekend work

    San Diego County Credit Union

    Carlsbad, CA
    4 days ago
  • $22.05 - $28.6 per hour

     ...the country to place exceptional candidates. Currently, we have an exciting opportunity for a Customer Service Banker with one of the nation's top-performing banks . Renowned for delivering exceptional financial services and making a positive impact in the... 
    Hourly pay
    Temporary work

    BancForce

    La Jolla, CA
    19 days ago
  •  ...FASTSIGNS Inside Sales/Customer Service Representative As a FASTSIGNS Inside Sales/Customer Service Representative you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous... 
    Worldwide

    FastSigns

    San Marcos, CA
    2 days ago
  • $41.71k - $69k

     ...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice...  ...41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    La Jolla, CA
    3 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose...  ...conducting transactions through self-service resources, such as mobile banking, online...  .... 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

    San Marcos, CA
    3 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

    Carlsbad, CA
    14 hours ago
  • $127.63k - $237.01k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops...  ...Provide integrated financial services advice to these clients including: banking, credit, asset...  ...Minimum 10 years of sales and relationship management...  ...and civil liability. *Represents basic qualifications for... 
    Remote work

    City National Bank

    La Jolla, CA
    3 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees...  ...As a Private Client Banker in Branch Banking, you are the main point of contact for a...  ...each client receives the best products and services for their needs Partners with Specialists... 
    Immediate start
    Afternoon shift

    Chase

    San Marcos, CA
    4 days ago
  • $18.64 - $23.5 per hour

     ...Customer Service/Inside Sales Representative The CSR/Inside Sales Representative sells the organization's products and services for prospective and established customers. Whether face to face, on the phone or through email or fax, the CSR handles customers' needs by... 
    Hourly pay
    Work at office

    Daikin Comfort

    Carlsbad, CA
    4 days ago
  • $69k

     ...approachable demeanor. A strong desire to help others: provide valuable advice and services. Effective Communication Skills: your ability to connect with others is crucial. Sales or customer service experience is advantageous but not mandatory. Your... 
    Remote job
    Full time
    Work from home
    Flexible hours

    HMG Careers

    Del Mar, 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!