Bank Sales & Service Representative (Universal Banker)

$37,357 - $54,080/Yr

First Citizens Bank - Napa, CA

Full-time - Entry Level

Napa, CA

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Sales and Service Representative (Universal Banker) at First Citizens Bank is a customer-facing role responsible for processing transactions and addressing customer service requests within the branch. This position emphasizes customer engagement, education about banking services, and supporting the sales efforts of the branch team by identifying and referring sales opportunities.

Responsibilities

• Engaging customers in conversation to understand their banking needs and preferences
• Processing transactions accurately and efficiently
• Providing assistance with account servicing needs
• Facilitating customer awareness and education of bank services, including digital banking capabilities
• Introducing customers to other branch team members or bank partners who can provide solutions for their financial needs

Requirements

• High School Diploma or GED
• 6 months customer service experience
• Cash handling experience
• Financial literacy
• Knowledge of retail banking products and services

Nice-to-haves

• Sales experience
• Prior banking experience

Benefits

• Comprehensive benefits program for full-time associates
• Customized offerings designed to support families