Bank Sales & Service Representative (Universal Banker)
$20 - $28 per hourFirst Citizens Bank
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 The base pay for this position is generally between $20.00 to $28.00 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 #J-18808-Ljbffr
$50.03k - $65.27k
The Universal Banker is an entry level position responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team. The overall... ...financial transactions in accordance with bank policies and procedures Refer...SuggestedHourly payFull timePart time$50.03k - $65.27k
## Part-Time Universal Banker (20 Hours), Mountain View BranchApplylocations: Mountain View... ...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...SuggestedHourly payFull timePart time- ...Switzerland) AG's Mountain View branch is seeking a Part-Time Universal Banker to support day-to-day banking services. The role assists with basic account opening,... ...with the customer service team. You will identify sales opportunities from service interactions, participate...SuggestedPart time
- 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...SuggestedHourly payFull timePart 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....SuggestedFull timeFlexible hours- ...Part-Time Universal Banker (20 Hours), Bilingual English/Mandarin Speaking Preferred, Cupertino... ...the assistance in the execution of sales, products or service activities in coordination with the... ...transactions in accordance with bank policies and procedures Refer opportunities...Part 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...Part time- First Citizens Bank is seeking a Sales and Service Representative in Palo Alto, California. This role involves processing transactions and addressing customer service requests while supporting branch sales efforts through identified opportunities. The ideal candidate should...
$109.12k - $163.68k
...The Associate Banker SAFE Act LO is a seasoned professional... ...and/or facilitating services to others in area of... ...in the creation of sales and marketing... ...Citi’s full suite of banking and wealth management... ...Education Bachelor’s/University degree or equivalent experience...Full time$109.12k - $163.68k
...The Associate Banker SAFE Act LO is a seasoned professional... ...and/or facilitating services to others in area of... ...in the creation of sales and marketing... ...Citi’s full suite of banking and wealth management... ...Education Bachelor's/University degree or equivalent experience...Full time- Citigroup Inc. is seeking a Universal Banker in Mountain View, California for an entry-level, part-time role within the Consumer Sales branch. You will assist in account openings, resolve service issues, and process financial transactions while supporting sales initiatives...Part time
- ...members work for Stanford University or some of the most innovative... ...' experience in customer service or sales related field. High school... ...for members. Banking or Credit Union experience... ...Union provides pay ranges representing its good faith estimate of...Temporary workWork at officeFlexible hours
$200k - $300k
...apply for the Citi Private Bank - HNW Private Banker role at Citi . The HNW Private... ...clients which generate new sales. Close the deal, making... ...operational and administrative services. Set an example of... ...capabilities Education Bachelor’s/University degree; Master’s degree...$24.92 - $30.46 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$146.33k - $195.1k
...First Citizens Business Banker Forever strong. What... ...at First Citizens Bank you will carry on our tradition... ...and related business services. Larger relationships... ...sources in accordance with a sales plan to achieve... ...outreach. When appropriate, represents the Bank in the...Work at officeImmediate start$23 - $31 per hour
...Associate Personal Banker (SAFE) Are you looking for more? Find... ...we're more than a financial services leader we're a global trailblazer... ...by supporting everyday banking needs through in-branch interactions... ...View, CA 94041 ~2301 University Ave Palo Alto, CA 94301 ~260...Hourly payWork experience placementFlexible hours$250k
...Private Banker Sr. Principal The Private Banker Sr... ...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...Full time- ...Client Service Representative Depending on experience, you could be the next Client Service Representative... ...services; actively cross selling the Bank's products and services; maintaining... ...Actively takes advantage of all sales opportunities, cross-selling bank products...
- Citi is seeking a Universal Banker in Cupertino, California, to assist in sales and service activities. This entry-level position focuses on building relationships with... ...years of relevant experience and prior retail banking experience. Essential skills include effective...
- ...Mountain View, CA is seeking a Private Client Banker responsible for managing relationships... ...ensuring clients receive optimal products and services. The ideal candidate should have at least one year of experience in Branch Banking, a high school diploma, and be adept at...
- ...Commercial Banker You are customer focused, enjoy building... ...on the Life Sciences Banking team, you will be responsible... ...brand within your market that represents Life Sciences as the "... ...Commercial Banking products and services ~ Excellent sales management and business...
$97.5k - $142k
...Field Sales Representative II, Financial Services Mid Experience driving progress, solving problems, and mentoring more junior team members; deeper... ...selling Cloud Solutions to the Financial Services or Banking Industry. Preferred qualifications: Experience leading...$97.5k - $142k
Field Sales Representative II, Financial Services Location options: Sunnyvale, CA, USA; Atlanta, GA, USA; Los Angeles, CA, USA; San Diego, CA, USA; San... ...selling Cloud Solutions to the Financial Services or Banking Industry. Preferred qualifications: Experience leading...$60k - $90k
...Customer Sales Representative / Sales Representative Support existing customers, manage orders/quotes, and help grow new business in a highly... ...environment. Ideal for candidates with 3+ years in customer service, inside sales, or sales support who enjoy building...Work at office- ...Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act to assist with sales and customer service activities. This role aims to build customer loyalty... ...Degree and customer service skills are required, with a preference for prior banking experience. #J-18808-Ljbffr...
$22.33 per hour
...Personal Banker Location : Location US-CA-Los Altos... ...7 Category Retail Banking Position Type Full... ...relationships, delivering solutions, and representing WaFd in the communities we... ...simplicity, discipline, and service. In addition, they must be...Full timeWork at office$25 - $32.69 per hour
JPMorgan Chase is looking for a Private Client Banker in Sunnyvale, CA. The role involves managing banking relationships for affluent clients, ensuring they receive tailored services and facilitating new client acquisitions. Successful candidates will have at least one...Hourly pay$350k
...specialists, credit products officers, and support staff to deliver banking services to clients. Responsibilities Support the origination... ...dynamics; and, ~ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage...Bank staffShift workDay shift- JPMorganChase in Sunnyvale, California, seeks a passionate Banking Associate to manage banking relationships with clients, ensuring they receive suitable products and services. The candidate will also educate clients on self-service banking options and collaborate with...
$24.92 - $30.46 per hour
## Client Relationship Consultant 2 (Banker) - Sunnyvale, CAApplylocations: Sunnyvale, CAtime... ...)job requisition id: 2026-0018938At 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...Temporary workLocal area
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