Bank Sales & Service Representative (Universal Banker)
First Citizens Bank · Santa Fe, NM · 2 days ago
On-siteOTHRFull-time
Responsibilities
- Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
- Initiate conversation to uncover sales or referral opportunities.
- Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
- Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
- Complete required training by established deadlines.
- Perform general office management duties as assigned to ensure operational efficiency.
- Accountable for transaction accuracy and operational efficiency of that function.
Qualifications
- A High School Diploma or GED.
- 6 months of customer service, cash handling experience.
- Prior banking experience preferred, particularly in sales.
- Financial literacy and knowledge of retail banking products and services.
Skills
- Communication Skills - Interpersonal and Customer Service.
- Sales Skills.
- Adaptability.
- Teamwork.
- Flexibility.
Benefits
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.