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First Citizens BancShares

Full-service bank offering loans and investments

Bank Sales & Service Representative - Universal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeVancouver, WA, USA$20 - $25.43In-person

About the Job

Requirements

  • Demonstrate comfort and confidence in proactively engaging customers in conversation.
  • Demonstrate professionalism and empathy in customer interactions.
  • Support the team through client servicing calls, identifying client needs or opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
  • Learn and adapt quickly to new information and technology.
  • Build working relationships with teammates and cross-functional colleagues.
  • Handle multiple demands and shift priorities to ensure work is completed efficiently.
  • Have financial literacy and knowledge of retail banking products and services.
  • Have a high school diploma or GED and at least 6 months of customer service or cash-handling experience.

Responsibilities

  • Process transactions and other customer service requests in the branch.
  • Facilitate customer awareness and education about bank capabilities, tools, and resources.
  • Support branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner.
  • Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiate conversations to uncover sales or referral opportunities; listen attentively, ask questions to understand customer needs and preferences, and promptly address immediate needs.
  • Seek coaching, support bank initiatives, and use tools to enhance activities and optimize performance.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks related to personal interactions, customer transactions, and financial exposures.
  • Complete required training by established deadlines.
  • Perform general office management duties as assigned to support operational efficiency.
  • For roles designated to take deposits, ensure transaction accuracy and operational efficiency; results may include individual and team performance accountability.

Desired Qualifications

  • Sales experience and previous banking experience are preferred.

About the Company

First Citizens BancShares

Full-service bank offering loans and investments

First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company size
10,001+
Company stage
IPO
Headquarters
Raleigh, NC
Founded
1898

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