Bank Sales - Ventura, United States - First Citizens Bank.

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description

Overview
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 the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.


Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation


Customer Service Skills:
Demonstrates professionalism and empathy in customer interactions


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


Agility:
Able to process information and move quickly through problem resolution


Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
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 are able to provide solutions for their financial needs


Qualifications
High School Diploma or GED and 6 months customer service experience, cash handling

Preferred Area of Experience:
Sales, previous banking

Skill(s): Financial literacy, Knowledge of retail banking products and services

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