Universal Banker
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 & Qualifications Duties & 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 & 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 & Experiences: Basic Qualifications: High School Diploma or GED 6 months customer service experience Additional Skills and Experiences: 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker 1+ years of recent, high volume cash-handling ($USD) Previous sales experience; comfortability with making outbound calls Additional Information 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 #LI-KL1 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 #LI-KL1 Duties & 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 & 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 & Experiences: Basic Qualifications: High School Diploma or GED 6 months customer service experience Additional Skills and Experiences: 1+ years of recent banking experience, ideally as a Bank Teller or Universal Banker 1+ years of recent, high volume cash-handling ($USD) Previous sales experience; comfortability with making outbound calls #J-18808-Ljbffr First Citizens Bank
- Universal BankerThe Universal Banker role consists of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong...SuggestedImmediate startRemote workNight shift
$34.1k - $49.38k
...Universal Banker II United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support...SuggestedFull timeLocal areaRemote work$41.6k - $53.83k
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 objective of this role is to foster relations with customers to build loyalty...SuggestedHourly payFull timePart time- City National Bank of Florida is seeking a Universal Banker in Miami Beach to deliver exceptional client service while handling a wide range of banking transactions accurately. You will greet clients, assist in the lobby, and process transactions with a focus on cross-...Suggested
- BankUnited is seeking a teller/platform associate in the Miami area to handle cash transactions, service accounts, and promote Bank products. The role emphasizes 100% client satisfaction, operating soundly, and meeting branch goals. Responsibilities include processing deposits...SuggestedRelocation package
- Job Description Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- Bank Teller Position Sign-on bonus of $1,000 to be paid after six months of continuous service. Summary: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining ...Bank staffWork at officeRelocation packageShift workNight shift
- First Citizens Bank is seeking a Sales and Service Representative in Miami to process transactions, assist customers with bank products, and refer potential opportunities to partners. You will build relationships, educate clients about capabilities, and support branch team...
- City National Bank of Florida is seeking a Universal Banker to assist clients with exceptional service, handle transactions, and support bankers to ensure accurate and secure processing. You will promote products, balance cash, and contribute to a positive banking experience...
- BankUnited in Miami is seeking a diligent Teller/Platform Associate to handle deposits, withdrawals and everyday banking needs, with a 100% focus on client satisfaction and maintaining operational soundness. You will support both Teller and Platform functions while meeting...Relocation package
- Job DescriptionSales and serviceProvide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency...
- First Citizens Sales And Service Representative Are you a people person? Be a First Citizens person! Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in...Work at officeImmediate startShift work
- Truist Miami Beach location is seeking a Regular full‑time Teller/Client Service Associate to provide timely and accurate client transactions and maintain records. You will guide clients through digital banking tools and support the sales process with outbound outreach....Full timePart timeWeekend work
- ...Commercial Real Estate Banker Location: Miami, FL Job Summary: Balance credit quality of portfolio and loan growth. Assume... ...Experience: Bachelor's degree (B. A.) from four-year college or university; 5+ years Commercial Real Estate lending experience and/or...
- Truist seeks a customer-focused associate in a regular position to provide a distinctive client experience, handling transactions and building relationships. You will educate clients on digital banking and support outbound outreach while delivering consistent service and...
- ...The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding a strategic book of Ultra High... ...defensible recommendations. EDUCATION: Bachelor's/University degree required MBA, JD, CFA, or CFP preferred CERTIFICATIONS...Work at officeLocal area
$41.5k - $65.5k
...Application Deadline: 11/22/2026 Address: 5225 University Parkway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we... ...Prospecting., Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require a university / college degree with...Work at office
- ...opportunity to contribute to the companys success. As a Relationship Banker Business Specialist within PNC's Retail Bank organization, you... ...Work Experience Roles at this level typically require a university / college degree with Education Bachelors Certifications...Full timeTemporary workPart timeWork experience placementWork at office
$90.08k - $135.12k
...Associate Banker The Associate Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the... ...Proficiency in Spanish preferred Education: ~ Bachelors/University degree or equivalent experience Job Family Group: Private...Full time- ...Business Banker Job ID 2026-6186 Category Business & Personal Banking Type Full-Time Workplace policy Hybrid Overview The Business Banker coordinates at a senior level with the sales team to establish, build, and...Full timeWork at officeLocal area
- Job Summary This is a relationship-driven, production-focused position responsible for acquiring new clients, expanding existing relationships, generating commercial loans and deposits, and delivering comprehensive banking solutions to business owners and decision-makers...Work at officeLocal area
- ...First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your...Work at officeImmediate start
- ...Commercial BankerThe primary focus of a Commercial Banker is to leverage their talents and passion in connecting business owners and community leaders to drive growth and economic prosperity. Collaborate with line of business partners to drive the successful development...
- ...alternative application process. SVP Head of Private Client Group Bankers Full Time Regular Miami, FL, US 3 days ago Requisition ID... ...presentation program) at intermediate level. EDUCATION: University degree in finance, preferably with MBA, or equivalent years of...Full timeAfternoon shift
- ...N Miami Bch/Garden FL The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability and...Immediate start
$138.75k
...to risk standards is maintained. Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects. Sources prospects and maintains relationships COI's. Represents Santander in civic and...Hourly payContract workWork experience placementShift work$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution... ...Spanish Speaking Preferred Education: ~ Bachelor's Degree/University degree or equivalent experience This job description provides...Full time- Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing...
- ...relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker is for you.As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!


