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 - $27.75 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 $27.75 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 Foothill Ranch, CA vacancy
  • $20 - $27.75 per hour

     ...Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who...  ...difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Lake Forest, CA
    3 days ago
  • $21.47 - $29.15 per hour

     ...Universal Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill...  ...our Irvine, CA branch! Customer Service experience is a MUST Cash Handling...  ...with a primary focus on service and sales to new and existing customers within... 
    Suggested
    Hourly pay
    Full time

    Sunflower Bank

    Irvine, CA
    3 days ago
  • $21.47 - $29.15 per hour

     ...Description At Sunflower Bank, N.A., we're experiencing great...  ...it all possible. As a full-service financial institution, we offer...  ...to fill the position of a Universal Banker at our Irvine, CAbranch!...  ...primary focus on service and sales to new and existing customers... 
    Suggested
    Hourly pay
    Full time

    Sunflower Bank, N.A.

    Irvine, CA
    1 day ago
  • $21.47 - $29.15 per hour

    Description At Sunflower Bank, N.A., we’re experiencing great...  ...make it all possible. As a full-service financial institution, we...  ...individual to fill the position of a Universal Banker at our Irvine, CAbranch!...  ...primary focus on service and sales to new and existing customers... 
    Suggested
    Hourly pay
    Full time

    Sunflower Bank NA

    Irvine, CA
    18 hours 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... 
    Suggested

    First Citizens Bank

    Foothill Ranch, CA
    3 days ago
  • $20 - $22.5 per hour

     ...Federal Credit Union (OCFCU), banking is personal—always has been....  ...The successful Call Center Representative has an exuberant demeanor and...  ..., credit union policies, and services through extraordinary Member...  ...experience to include knowledge of sales and service etiquette.... 
    Hourly pay
    Work at office
    Remote work
    Monday to Friday
    Shift work

    Orange County's Federal Credit Union

    Santa Ana, CA
    13 days ago
  • $25 - $27.88 per hour

     ...At Bank of America, we are guided by a common purpose to help make financial lives better...  ...paths – whether shaped by military service, community college education, or a wide range...  ...solutions One year of demonstrated successful sales experience in a salary plus incentive... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lake Forest, CA
    18 hours ago
  • $43.1k - $58.3k

     ...26 Address: 14477 Culver Dr. Job Family Group: Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per...  ...$43,100.00 - $58,300.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary... 
    Contract work
    Part time
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of Montreal

    Irvine, CA
    2 days ago
  • $20 - $21.5 per hour

     ...Introduction Since 1973, East West Bank has served as a pathway to success. With over...  ...Being the next generation Associate Banker at East West Bank means you are part of a...  ...Responsibilities Demonstrate strong customer service skills; assist customers with financial... 
    Weekend work

    East West Bank

    Irvine, CA
    1 day ago
  • $20 per hour

     ...opportunity for you! Join us as a Wireless Sales Representative and play a key role in delivering...  ...new product launches, and updates to service features, ensuring you’re always able...  ...Maternity and Parental Leave * DeVry University Continuing Education Discounts * …and... 
    Hourly pay
    Full time
    Weekend work
    Afternoon shift

    BeMobile

    Rancho Santa Margarita, CA
    4 days ago
  • $20 - $21.5 per hour

     ...Overview Since 1973, East West Bank has served as a pathway to success. With over 110...  ...advancement. Being the next generation Associate Banker at East West Bank means you are part of a...  ...Demonstrate strong customer service skills; assist customers with financial transactions... 
    Weekend work

    East West Bank

    Irvine, CA
    4 days ago
  • $22 - $27.5 per hour

     ...you will support customers' everyday banking needs through in-branch...  ...point of contact for customers, you represent the branch through strong service, attention to detail, and genuine care...  ...customers and connect them to the right banker for more detailed product conversations... 
    Part time
    Work experience placement

    Wells Fargo

    Foothill Ranch, CA
    4 days ago
  •  ...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 customer service. Your main... 
    Part time
    Shift work

    Clear

    Santa Ana, CA
    1 day ago
  •  ...We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of... 

    SchoolsFirst Federal Credit Union

    Mission Viejo, CA
    11 hours ago
  •  ...Relationship Banker - Orange County South Market San Clemente, California...  ...of age.** Acknowledge ( **Bank of America employees are...  ...- whether shaped by military service, community college education,...  ...year of demonstrated successful sales experience in a salary plus incentive... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Ladera Ranch, CA
    18 hours ago
  • $22 - $26 per hour

     ...application process. Relationship Banker - Irvine Irvine, CA, US 4...  ...Credit Union (OCFCU), banking is personal—always has been....  ...Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the...  .... You’ll blend service, sales, and problem‑solving to help... 
    Hourly pay
    Weekday work

    Orange County's Credit Union

    Irvine, CA
    4 days ago
  •  ...Bank of America in the United States (California) seeks a customer service oriented banking professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial... 

    Bank of America

    Tustin, CA
    18 hours ago
  • $45.9k - $75.9k

     ...Delivers exceptional service to BMO customers and prospects. Identifies...  ...solutions and preferred banking channels while recommending tailored...  ...solutions addressing both sales and service needs (e.g....  ...Pay Type Salaried The above represents BMO Financial Group’s pay range... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Irvine, CA
    1 day ago
  • $22 - $23.5 per hour

     ...Introduction Since 1973, East West Bank has served as a pathway to...  ...next generation Relationship Banker at East West Bank means you are...  ...offering tailored product and services solutions leveraging the bank’...  ...and annual team/branch sales goals: C&I, CRE, SBA, mortgage... 

    East West Bank

    Irvine, CA
    1 day ago
  •  ...TwinThread is seeking a Private Banker for its U.S. Private Bank division in Irvine, CA. The role focuses on maintaining client relationships, advising...  ...should have over six years of experience in financial services and a Bachelor’s degree. Required licenses include Series... 

    Aumni

    Irvine, CA
    18 hours ago
  • $132.5k - $205k

     ...Job Overview At Sunflower Bank, N.A., we’re experiencing great growth...  ...it all possible. As a full-service financial institution, we...  ...Position Summary The Private Banker is responsible for building and...  ...years of experience in direct sales. Must possess high‑level credit... 
    Flexible hours

    Sunflower Bank, N.A.

    Irvine, 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
    1 day ago
  • $127.63k - $237.01k

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

    City National Bank

    Irvine, CA
    2 days ago
  • Company Description SkyNet Security Services Inc. is a growing security provider focused on delivering top-tier protection for residential...  .... Role Description This full-time, on-site Customer Service Sales Representative role is based in Irvine, CA. The position is responsible for... 
    Full time
    Work at office
    Flexible hours
    Weekend work
    Afternoon shift

    SkyNet Security Services Inc.

    Irvine, CA
    4 days ago
  •  ...and provide excellent customer service * Build relationships focused...  ...builders, financial professionals, bank stores, past customers, and...  ...to Private Mortgage Banking Sales functional area, policies, procedures...  ...requires you to directly represent your own experiences during... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Irvine, CA
    1 day ago
  • $24.56 - $35.62 per hour

    Personal Banker (Member Service Representative II) We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Pay Range $24.56 - $35.62 Scheduled Weekly Hours 40 What You’ll Be Doing Provides World Class Member service to Members... 
    Night shift
    Day shift
    Afternoon shift

    SchoolsFirst Federal Credit Union

    Irvine, CA
    4 days ago
  • $27.02 - $39.18 per hour

    Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities Provide world‑class member service to members visiting branch or service center locations. Provide detailed information and promote credit... 
    Hourly pay
    Remote work

    SchoolsFirst Federal Credit Union

    Mission Viejo, CA
    1 day ago
  •  ...Fifth Third Bank in Tustin seeks a Float Personal Banker I to deliver excellent customer care and handle daily transactions. You will refer customers to business partners for products and services and travel to various financial centers within the market. Responsibilities... 

    Fifth Third

    Tustin, CA
    18 hours ago
  •  ...Orange County's Credit Union is seeking a Personal Banker/Member Service Representative to deliver exceptional member experiences. You will handle teller...  ...on consumer loans. The ideal candidate has 2+ years in banking, excellent communication skills, and a tech-savvy... 

    Orange County's Credit Union

    Irvine, CA
    18 hours ago
  •  ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly... 

    TradeJobsWorkforce

    Irvine, CA
    2 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!