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 - $28 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 and $28.00. 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 5 days ago
Similar jobs that could be interesting for youBased on the Bank Sales & Service Representative (Universal Banker) in Pico Rivera, CA vacancy
  •  ...opening new accounts, cross-selling bank products/services, referring customers to other areas of...  ...proprietary information. Identify sales opportunities to cross-sell bank products...  .... ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months... 
    Suggested

    GBC International Bank

    Monterey Park, CA
    6 days ago
  •  ...Universal Banker I Job Category: Branch Operations Requisition Number: UNIVE001544 Posted...  ...Branch Manager Overview: Provides services for branch customers such as teller...  ...worker questions May be responsible for bank opening/closing Teller transactions... 
    Suggested
    Full time
    Work experience placement
    Work at office

    Metro City Bank

    Los Angeles, CA
    3 days ago
  •  ...At Open Bank, we pride ourselves on being different and OPEN to...  ...chieves M ore Job Title: Universal Banker II Department: Western...  ...appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential... 
    Suggested
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    Open Bank

    Los Angeles, CA
    5 days ago
  • $21 - $23 per hour

     ...ESSENTIAL JOB FUNCTIONS: POSITION OVERVIEW EverTrust Bank is seeking a Universal Banker to deliver efficient, in-person customer service and build strong client relationships. This...  ...loans. Exercises sound customer service and sales techniques to identify customers’ needs.... 
    Suggested
    Hourly pay
    Full time
    Work at office

    EverTrust Bank

    Alhambra, CA
    1 day ago
  • $19.5 - $21.64 per hour

     ...The Universal Banker is responsible for delivering exceptional customer service, building relationships, and supporting the branch’s sales and operational goals. This role combines teller and platform...  ...contributes to a positive banking experience and branch success.... 
    Suggested
    Hourly pay
    Full time
    Local area
    Night shift

    Bank of Hope

    Buena Park, CA
    4 days ago
  •  ...Description City First Bank N.A. is a mission-driven Community Development Financial Institution...  ...existing clients promoting bank products/services. Provides quality service to internal and...  ...for recognizing and referring sales opportunities. Ensures proper completion... 
    Night shift

    City First Bank N.A.

    Los Angeles, CA
    2 days ago
  •  ...account opening for existing customer; Provide service delivery to internal/external customers...  ...transactions in accordance with bank policies and procedures; Refer opportunities...  ...segment partners where appropriate; Create sales opportunities out of service transaction... 
    Part time

    Citigroup Inc

    Los Angeles, CA
    1 day ago
  •  ...for performing a broad variety of member services. Answer member questions regarding...  ...professionally served. Responsible for cross sales and goals. ESSENTIAL FUNCTIONS AND...  ...One to three years of experience as a Universal Banker or similar or related experience. SKILLS... 
    Work at office
    Flexible hours

    Priority One Credit Union

    Los Angeles, CA
    4 days ago
  •  ...Citi is seeking a Universal Banker in Cerritos, California, to assist in executing sales and service activities. This entry-level role is focused on building customer loyalty and increasing sales through effective service. Key responsibilities include assisting with account... 

    Citi

    Cerritos, CA
    4 days ago
  • $41.71k - $50.5k

     ...per week. The role delivers exceptional service to BMO customers and prospects, identifies...  ...’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk...  ...in a consultative customer service or sales role, with a drive to deliver a personal... 
    Part time
    Local area
    Day shift

    BMO U.S.

    Santa Fe Springs, CA
    5 days ago
  • $27.02 - $39.18 per hour

     ...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... 

    SchoolsFirst Federal Credit Union

    Pico Rivera, CA
    2 days ago
  • $20.21 - $26.79 per hour

     ...About the Role Provide excellent client service by providing immediate acknowledgement, identifying...  ...resolutions in alignment with the bank’s Breakthrough Client Service Standards....  ...your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve... 
    Immediate start

    Dormont Manufacturing Company

    Montebello, CA
    4 days ago
  • $41.71k - $69k

     ...and English is preferred. Delivers exceptional service to BMO customers and prospects. Identifies...  ...that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail... 
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Pico Rivera, CA
    2 days ago
  • $20.21 - $26.79 per hour

     ...About the Role:Provide excellent client service by providing immediate acknowledgement, identifying...  ...resolutions in alignment with the bank’s Breakthrough Client Service Standards....  ...your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve... 
    Immediate start

    Columbia Banking System

    Montebello, CA
    4 days ago
  •  ...conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...  ...outcomes Champion digital adoption by educating customers on self‑service and mobile banking options to elevate satisfaction, engagement,... 
    Work experience placement
    Immediate start

    Jobtailor

    Downey, CA
    17 hours ago
  • $41.71k - $69k

     ...Overview Delivers exceptional service to BMO customers and prospects. Identifies customer needs and...  ...that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g., everyday banking,... 
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Pico Rivera, CA
    3 days 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...  ...offering tailored product and services solutions leveraging the...  ...quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage... 

    Unavailable

    Monterey Park, CA
    3 days ago
  • $19.8 - $24.75 per hour

    Requisition Number: 230579 Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility services products such as floor... 
    Full time
    Local area
    Shift work
    Day shift

    Cintas

    Pico Rivera, CA
    3 days ago
  •  ...Portfolio Banker The Portfolio Banker is responsible to prepare the file for underwriting...  .... Respond to customers inquiries, bank reference, and CPA verification requests....  ...due date. Provide excellent customer service to assist customers' needs and answer questions... 
    Work at office

    GBC International Bank

    Los Angeles, CA
    5 days ago
  • $75k - $100k

     ...Business To Business Sales Representative Launch your sales career with a company that invests in your success. Looking to start or...  ...Whether you've worked in retail, hospitality, customer service, banking, recruiting, athletics, or recently graduated, if you're competitive... 
    Local area
    Immediate start

    Auto-Chlor System

    Downey, CA
    1 day ago
  • $25 - $31.37 per hour

     ...Bank Of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make...  ...relationships through platform services, supporting clients with self-service...  ...minimum of one year demonstrated sales experience in a relationship-oriented... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Arcadia, CA
    1 day ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE...  ...position is responsible for sales of first mortgage and...  ...and potential banking diverse segment clients...  ...mortgage loan products and services, uses consultative sales...  ...or their designated representative's and referral sources... 
    Work at office
    Remote work

    City National Bank

    Los Angeles, CA
    1 day ago
  •  ...Commercial Banker If you are customer-focused, enjoy building relationships...  ...in Emerging Middle Market Banking, your role is to be the focal...  ...Banking products and services Methodical approach to market...  ...experience of meeting or exceeding sales goals Excellent... 
    Local area
    Flexible hours

    Chase

    Los Angeles, CA
    2 days ago
  • $22 - $25 per hour

     ...Job Function: Treasury Client Service Representative (CSR)  Primary Location: Onsite -...  ...dedicated to serving all of our clients' banking needs. With over 90 years of...  ...other departments (e.g., production, sales, solutions) as needed to fulfill client... 
    Hourly pay
    Temporary work
    Local area
    Remote work
    Flexible hours
    Shift work

    Superior

    Santa Fe Springs, CA
    4 days ago
  • $21 per hour

     ...Customer Service Representative Check Into Cash Downey, CA As a Customer Service Representative...  ...precision and integrity into a Point of Sale (POS) system. Build new business by...  ...Family of Brands will never ask you for banking or other payment information at any... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    TMX Finance Family of Companies

    Downey, CA
    1 day ago
  • $18.47 - $20.47 per hour

     ...Customer Service Representative This job is located at 3217 E. Florence Ave., Huntington Park, CA...  ...needs. Although many of our customers have banking relationships, we believe that our...  ...including cash handling Using our point-of-sale system to access information and... 
    Local area
    Flexible hours
    Afternoon shift
    Early shift

    PLS

    Bell Gardens, CA
    7 days ago
  • $29.31k - $39.07k

     ...join our team. As a Teller I, you will engage in a wide range of financial transactions and services for our valued customers. Whether it’s answering questions, addressing banking needs, or identifying opportunities to introduce new or enhanced UCB products and services,... 
    Full time
    Part time
    Local area
    Remote work

    United Community Bank

    Whittier, CA
    4 days ago
  •  ...A leading financial services company is seeking an entry-level Universal Banker to assist with sales and customer service operations. This role is pivotal in building customer loyalty and increasing sales to individual consumer clients. Responsibilities include assisting... 

    Citigroup Inc

    Los Angeles, CA
    5 days ago
  • $20 - $21.5 per hour

     ...Overview Being the next generation Associate Banker at East West Bank means you are part of a world‑class team that focuses on delivering a high...  ...needs Responsibilities Demonstrate strong customer service skills; assist customers with financial transactions such as... 
    Weekend work

    East West Bank

    San Gabriel, CA
    3 days 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... 
    Part time

    SchoolsFirst Federal Credit Union

    Los Angeles, CA
    5 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!