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

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 1 day ago
Similar jobs that could be interesting for youBased on the Bank Sales & Service Representative (Universal Banker) in Irvine, CA vacancy
  •  ...Part Time Universal Banker (20 Hours), Anaheim Downtown Branch Working at Citi is far...  ...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... 
    Suggested
    Part time

    Citi

    Anaheim, CA
    1 day ago
  • $47.51k - $61.99k

     ...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... 
    Suggested
    Hourly pay
    Full time
    Part time

    Citigroup Inc

    Anaheim, CA
    1 day ago
  • $53.67k - $70.03k

     ...The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers...  ...orders, disputes, etc.) and sales (including opening accounts,...  ...experiences aligned with the bank’s standards Responsibilities... 
    Suggested
    Full time
    Flexible hours

    Citigroup Inc

    Fountain Valley, CA
    5 days ago
  •  ...Head Universal Banker, Fountain Valley Branch Working at Citi is far more...  ...for providing exceptional service delivery to our internal and...  ...orders, disputes, etc.) and sales (including opening accounts,...  ...experiences aligned with the bank's standards. Responsibilities... 
    Suggested
    Flexible hours

    Citi

    Fountain Valley, CA
    20 hours ago
  • $25 per hour

     ...the very best available banking and accounting talent....  ...recruiters are former bankers or accountants themselves...  ...is seeking to fill a Universal Banker role in the Laguna...  ...all customer service functions while maintaining...  ...positions. Experience in loan sales, application generation... 
    Suggested
    Work at office

    The Symicor Group

    Laguna Beach, CA
    1 day ago
  • Citigroup Inc. is seeking a Head Universal Banker in Fountain Valley, CA. This...  ...responsible for exceptional service delivery and mentoring the...  ...transactions and lead sales efforts while ensuring compliance...  ...with relevant experience in banking. This role offers a... 

    Citigroup Inc.

    Fountain Valley, CA
    20 hours ago
  •  ...Description General Summary The Financial Service Representative (FSR) is based in a branch. This...  ...established guidelines to perform sales and service activities. Provides prompt...  ...all electronic services such as online banking, mobile banking, mobile deposits, direct... 
    Work at office

    California Credit Union

    Santa Ana, CA
    1 day ago
  •  ...Columbia Bank - 17901 Von Karman Avenue - Responsibilities: Serve as the Commercial...  ...Banking's primary customer contact for the servicing of all clients; Provide updates of...  ...Escalate more complex issues to Sr. CCS Representative when needed; Maintain compliance with bank... 

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    3 days ago
  • $60k - $150k

     ...Licensed Sales Customer Service Representative Job Category: Sales Location: Santa Ana, CA 92705, USA Job Type: Full-Time Job Details...  ...disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We... 
    Full time

    Freeway Insurance Services America, LLC

    Santa Ana, CA
    2 days ago
  • $23 - $25 per hour

     ...Federal Credit Union (OCFCU), banking is personalalways has been....  ...work every day. Personal Banker/Member Service Representative (MSR) You'll blend service, sales, and problem-solving to help...  ...Requires a minimum one-year recent universal or personal banker experience... 
    Hourly pay
    Weekday work

    OC Federal Credit Union

    Irvine, CA
    13 days ago
  • $24.87 - $33 per hour

     ...client relationship, direction and customer service support for corporate and commercial...  ...Responsible for acting as Commercial Banking's primary customer contact for the servicing...  ...; receives guidance from Sr. CCS Representative to approach complex issues. Responsible... 
    Work at office
    Immediate start

    Columbia Bank

    Irvine, CA
    20 hours ago
  • $250k

     ...Personal Banker Safe Act, Irvine Alton Parkway Branch, Officer...  ...in the execution of sales, products or service activities in coordination...  ...relevant experience ~ Previous banking, retail, or sales experience...  ...Education ~ Bachelor's Degree/University degree or equivalent... 

    Citigroup Inc

    Irvine, CA
    3 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...  ...: ~ Bachelor's Degree/University degree or equivalent experience... 
    Full time

    Citigroup Inc

    Irvine, CA
    2 days ago
  • $23.19 - $28.35 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 decisions...  ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique... 
    Temporary work
    Local area

    Us Bank

    Lake Forest, CA
    4 days ago
  • $19.64 - $24.55 per hour

     ...to providing exceptional customer service and empowering community members with...  ...at our Orange, CA location. This universal role combines customer service, sales, and teller responsibilities,...  ...Familiarity with consumer loan products and banking services. Skills: Strong... 
    Hourly pay
    Local area

    Ultimate Staffing

    Orange, CA
    2 days ago
  • $37 - $65.5 per hour

     ...Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within...  ...their primary point of contact for banking products and services through scheduled appointments, lobby...  ...Wells Fargo requires you to directly represent your own experiences during the... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Tustin, CA
    20 hours ago
  •  ...Loan origination: 1 year (Preferred) Sales: 1 year (Preferred)...  ...regulations, and best practices in mortgage banking. Skills : Strong customer service skills with a focus on client satisfaction...  ...today & join us as a Mortgage Banker where you can make a significant impact... 
    Monday to Friday
    Shift work

    Button Finance, Inc

    Santa Ana, CA
    1 day 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

    Irvine, CA
    3 days ago
  •  ...Commercial Banker You are customer focused, enjoy building relationships...  ...(HHN) team within Commercial Banking, you will be responsible for...  ...Banking products and services ~ Knowledge of the local market...  ...experience of meeting or exceeding sales goals; proven top individual... 
    Local area

    Chase

    Irvine, CA
    1 day ago
  • $185k - $300k

     ...financial and investment services. We offer a full range...  ...their clients. Banking, Lending, & Trust (BL&T...  ...experienced Custom Credit Banker to serve as a trusted advisor...  ...and consultative sales skills. The Custom Credit...  ...you to directly represent your own experiences during... 
    Ongoing contract
    Work experience placement
    Immediate start

    Wells Fargo

    Irvine, CA
    2 days ago
  • $41.71k - $50.5k

     ...Address: 701 E. First St. Job Family Group: Retail Banking Sales & Service This is a part-time 20 hours a week position....  ...4.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will... 
    Contract work
    Part time
    Local area
    Day shift

    Bank of Montreal

    Tustin, CA
    1 day ago
  •  ...Account Representative Join Team FSSI and Become an Employee-Owner! Opening...  ...document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing...  ...success in the role through our FSSI University as well as hands on training with... 
    Remote work

    FSSI

    Santa Ana, CA
    1 day ago
  •  ...Associate Banker Are you analytical, eager to learn, and excited about building a career in commercial banking? A role as an Associate Banker is for you. As an Associate Banker...  ...senior bankers to deliver credit, treasury services, international banking, syndicated... 

    Chase

    Irvine, CA
    1 day ago
  •  ...origination business with a solid mortgage banking enterprise. Interested candidates must...  ...Secure One Capital Executive Mortgage Bankers (EMB): As a Secure One Capital EMB, you...  ...how to build a successful financial services business from the ground up. Our employees... 
    Work at office
    Home office

    JBA International

    Irvine, CA
    2 days ago
  •  ...Commercial Banker You are customer focused, enjoy...  ...Healthcare Technology Banking team, you will be...  ...within your market that represents the Healthcare Technology...  ...Banking products and services ~ Understanding and...  ...marketplaces ~ Excellent sales management and... 

    Chase

    Irvine, CA
    3 days ago
  •  ...Asset Based Lending Portfolio Banker You are proactive, analytical, solution-oriented and understand the balance between risk management...  ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,... 

    Chase

    Irvine, CA
    1 day ago
  •  ...Description Job Description Check out a day in the life at CLEAR in the video above. Job Overview: As a  CLEAR Sales and Service Representative (Ambassador) , you will be the face of CLEAR, responsible for driving membership growth while delivering exceptional... 
    Part time
    Shift work

    CLEAR

    Santa Ana, CA
    29 days ago
  • $27 - $28 per hour

     ...leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing...  ...currently looking for an Account Representative to join our Client Services team...  ...success in the role through our FSSI University as well as hands on training... 
    Hourly pay
    Remote work

    Financial Statement Services, Inc

    Santa Ana, CA
    6 days ago
  • A leading talent acquisition firm seeks a Universal Banker in Laguna Beach, CA. The role involves managing customer accounts, processing transactions...  ...diploma and two years of relevant experience in customer service or loan environments. An excellent compensation package is... 

    The Symicor Group

    Laguna Beach, CA
    1 day ago
  •  ...Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph and Young Joseph and Young is currently looking for motivated individuals...  ...as life insurance, annuities, and Indexed Universal Life (IUL) policies. What We Provide Remote... 
    Start working today
    Remote work
    Work from home
    Flexible hours

    Joseph and Young

    Santa Ana, CA
    4 days 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!