Sales & Service Representative (Bank Teller/Universal Banker)

Overview:

Are you a people person? Be a First Citizens person! Join our Lake Oswego branch team and make a difference.

 

This full-time Sales and Service Representative role will be located in-branch at 15700 Boones Ferry Road in Lake Oswego, Oregon. 

 

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; 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; 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:

• Required Education: High School Diploma or GED
• Required Experience:
  • 6+ months of face-to-face customer service experience
  • 1+ years of recent cash-handling experience
  • 1+ years of prior retail banking experience is required
• Preferred Area of Experience:
  • Sales or sales support (cold-calling, marketing, etc.)
  • Strong ability to communicate, both written and verbal
  • Working knowledge of Microsoft Office
  • Knowledge of retail banking products and services

Full time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

 

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