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Bank Sales & Service Representative (Universal Banker)
Bank Sales & Service Representative (Universal Banker)-January 2024
Mission Viejo
Jan 31, 2026
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Bank Sales & Service Representative (Universal Banker)

  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.

  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

  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

  The base pay for this position is relative to your experience but the range is generally $18.55 to $30.16 per hour. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits.

  Qualifications

  High School Diploma or GED and 6 months customer service experience

  Preferred Area of Experience: Sales, cash handling, previous banking experience

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

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