Bank Sales & Service Representative (Universal Banker)

Company: First Citizens Bank
Location: Santa Fe
Posted on: November 22, 2022

Job 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.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionResponsibilities: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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsQualifications:High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: SalesSkill(s): Financial literacy, Knowledge of retail banking products and services

Keywords: First Citizens Bank, Santa Fe , Bank Sales & Service Representative (Universal Banker), Sales , Santa Fe, New Mexico