bank sales and service manager

First Citizens Bank

<div>
 
 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
 
 
 
 <ul>
 <li>
 Service Standards - 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 way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
 </li>
 <li>
 Operations and Administration - 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. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 High School Diploma or GED and experience of 6 months in customer service
 
 
 Preferred Area of Experience: Sales or banking
 
 
 Skill(s): Financial literacy, Knowledge of retail banking products and services
 
 
 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.
</div>

Sales & Service Representative (Bank Teller)

<div>
 
 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
 
 
 
 This role is part-time. This is a 30 hour a week role. The schedule is as follows: Monday and Friday 8:30-5:00
 
 
 Tuesday, Wednesday, and Thursday 10:30-3:30
 
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Service Standards - 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 way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
 </li>
 <li>
 Operations and Administration - 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. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 High School Diploma or GED and experience of 6 months in customer service
 
 
 Preferred Area of Experience: Sales or banking
 
 
 Skill(s): Financial literacy, Knowledge of retail banking products and services
 
 
 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.
</div>

Part-Time Sales & Service Representative (Bank Teller)

<div>Overview:
<div>
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.</div><div></div><div> 
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.</div><div></div><div> 
The successful candidate will demonstrate:</div><div></div><div> 
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation</div><div></div><div> 
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions</div><div></div><div> 
Adaptability: Has the ability to learn and adapt quickly to new information and technology</div><div></div><div> 
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships</div><div></div><div> 
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently</div><div></div><div> 
Agility: Able to process information and move quickly through problem resolution</div><div></div><div> 
This role is part-time at 30 hours a week. The schedule is Monday - Friday 10-4</div>
Responsibilities:
<ul><li>Service Standards - 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 way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.</li><li>
Operations and Administration - 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. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.</li></ul>
Qualifications:
<div>
High School Diploma or GED and experience of 6 months in customer service</div><div></div><div> 
Preferred Area of Experience: Sales or banking</div><div></div><div> 
Skill(s): Financial literacy, Knowledge of retail banking products and services</div><div></div><div> 
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.</div></div>

Fifth Third Bank

<div>Make banking a Fifth Third better&reg; 
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul>
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:<ul><li>
College degree or work experience providing transferrable skills, or, combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.</li></ul>
WORKING CONDITIONS:<ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul>
Personal Banker Associate l - Northgate BM (Colerain Twp)
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Cincinnati, Ohio 45251
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div>

Personal Banker Associate l - Northgate BM (Colerain Twp)

Digital HR Consultancy

Location: Riyadh, Saudi ArabiaDepartment: Finance &amp; Sales OperationsExperience Required: 3&ndash;5 years (Preferably in trading, distribution, or B2B environment)Job Summary:We are looking for a reliable and detail-oriented Branch Accountant who can also provide Sales Support to ensure smooth branch operations. The ideal candidate will be primarily responsible for managing branch-level accounting activities while assisting the sales team with invoicing, order processing, and customer coordination.Key Responsibilities:Accounting Responsibilities:<ul><li>Maintain and manage daily branch accounts and financial transactions</li><li>Handle accounts receivable &amp; payable at branch level</li><li>Prepare and monitor cash flow, petty cash, and bank reconciliations</li><li>Generate financial reports (daily, weekly, monthly) for head office</li><li>Ensure proper documentation and record-keeping of all financial transactions</li><li>Assist in audits and ensure compliance with company policies</li><li>Manage VAT-related documentation and compliance (KSA regulations)</li></ul>Sales Support Responsibilities:<ul><li>Coordinate with sales team for order processing and invoicing</li><li>Prepare quotations, sales orders, and delivery documentation</li><li>Follow up with customers for payments and order updates</li><li>Maintain customer records and sales data</li><li>Support in resolving billing and delivery issues</li><li>Assist in preparing sales reports and performance tracking</li></ul>Key Requirements:<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or Commerce</li><li>3&ndash;5 years of experience in accounting + sales coordination/support role</li><li>Strong knowledge of accounts receivable, payable, and general accounting</li><li>Familiarity with ERP systems (SAP, Oracle, or similar)</li><li>Good command of MS Excel and reporting tools</li><li>Strong communication and coordination skills</li><li>Ability to multitask and handle both finance and sales operations</li></ul>Preferred Qualifications:<ul><li>Experience in Saudi Arabia / GCC market</li><li>Knowledge of VAT regulations in KSA</li><li>Experience in trading, distribution, or manufacturing sector</li><li>Professional certifications (ACCA, CMA, or equivalent) are a plus</li></ul>Key Competencies:<ul><li>Attention to detail</li><li>Organizational and time management skills</li><li>Strong coordination and teamwork</li><li>Problem-solving ability</li><li>Customer handling skills</li></ul>Salary &amp; Benefits:<ul><li>Competitive salary package</li><li>Medical insurance</li><li>Annual leave as per Saudi labor law</li><li>Other benefits as per company policy</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>Your Age?</li><li>Your Location?</li><li>Your current salary?</li><li>Your expected salary?</li></ul>Experience:<ul><li>relevant: 2 years (Preferred)</li></ul>Work Location: In person

Branch Accountant & Sales Support Executive

Mabani Riyadh Real Estate Company

We are seeking a highly motivated and financially knowledgeable Sales Specialist to join our real estate company. This role focuses primarily on mortgage solutions, financing advisory, and client financial qualification, rather than traditional property sales.The ideal candidate will have a strong background in banking or financial services, with hands-on experience in mortgage products, credit analysis, and financing structures.Key Responsibilities<ul><li>Advise clients on mortgage options, financing plans, and payment structures</li><li>Assess client eligibility through financial analysis and credit evaluation</li><li>Structure and present customized financing solutions aligned with client needs</li><li>Coordinate with banks and financial institutions to secure loan approvals</li><li>Maintain up-to-date knowledge of mortgage regulations, interest rates, and lending policies</li><li>Support the sales team by ensuring clients are financially qualified and ready to purchase</li><li>Build strong relationships with banks, lenders, and financial partners</li><li>Guide clients through the end-to-end mortgage process (application &rarr; approval &rarr; disbursement)</li><li>Ensure compliance with internal policies and local financial regulations</li></ul>Candidate Requirements<ul><li>Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field</li><li>Minimum 8+ years of experience in:</li><li>Banking</li><li>Mortgage lending</li><li>Finance companies or credit institutions</li><li>Strong knowledge of:</li><li>Mortgage products</li><li>Loan structuring</li><li>Interest calculations</li><li>Credit risk assessment</li><li>Experience dealing with home loans, real estate financing, or retail banking products</li><li>Excellent communication and client advisory skills</li><li>Ability to explain complex financial concepts in a simple, client-friendly manner</li><li>Strong analytical and problem-solving abilities</li></ul>Preferred Qualifications<ul><li>Experience in real estate financing or developer-backed mortgage programs</li><li>Existing relationships with banks or financial institutions</li><li>Knowledge of local mortgage regulations and compliance requirements</li><li>Sales or client-facing experience in financial services</li></ul>Key Competencies<ul><li>Financial advisory</li><li>Negotiation &amp; relationship management</li><li>Sales with a consultative approach</li><li>Attention to detail</li><li>Target-driven mindset</li></ul>Performance Metrics<ul><li>Number of financing deals closed</li><li>Loan approval success rate</li><li>Client satisfaction</li><li>Revenue generated through financing solutions</li></ul>Please forward updated CVs: karam@rbresa.comJob Types: Full-time, Permanent, Contract Contract length: 12 monthsWork Location: In person

Sales Banks - ( Mortgage & Finance Sales Specialist - Real Estate)

Toyota of Orlando

<div>
 We are seeking an experienced and motivated individual to serve customers by answering phones, greeting, welcoming, and assisting for all Service related issues. Successful candidates must have excellent communication skills with a focus on customer satisfaction. The Service Receptionist is the first person to greet visitors both telephonically and in-person in the Service department. The Service Receptionist will answer a multi-line telephone system and greet visitors in a timely, pleasant and professional manner and provide information and assistance to other departments as needed.
 
 
 Job Responsibilities:
 
 
 <ul>
 <li>
 Answer multiple phone lines in a courteous and professional manner
 </li>
 <li>
 Data entry
 </li>
 <li>
 Dispatching
 </li>
 <li>
 Assist with other administrative duties as needed
 </li>
 <li>
 Determine caller&rsquo;s needs and route to the appropriate department
 </li>
 <li>
 Meet and greet visitors
 </li>
 <li>
 Determine visitor&rsquo;s needs and contact the appropriate department
 </li>
 <li>
 Assist various departments with special projects as needed
 </li>
 <li>
 Ability to provide excellent customer service to all service customers and vendors
 </li>
 <li>
 Ability to speak with and handle irate customers in a courteous and professional manner
 </li>
 <li>
 Ability to problem solve
 
 
 
 </li>
 </ul>
 Requirements:
 
 
 <ul>
 <li>
 Minimum 1-2 years of experience as a Receptionist, Dispatcher or Administrative role in a professional business environment
 </li>
 <li>
 Excellent interpersonal, verbal and written communication skills
 </li>
 <li>
 Knowledge in MS Office Applications (Word, Excel, Outlook)
 </li>
 <li>
 Attention to detail
 </li>
 <li>
 Availability to work a flexible schedule, including weekends.
 </li>
 <li>
 Excellent phone etiquette and customer service skills
 </li>
 <li>
 Comfortable with answering a multi-line system
 </li>
 <li>
 Professional appearance a must
 </li>
 <li>
 Friendly and courtesy disposition
 </li>
 <li>
 Must be a motivated, self-starter
 </li>
 <li>
 Able to work effectively with all departments with limited supervision
 </li>
 <li>
 Solid time-management skills
 </li>
 <li>
 Bilingual in Spanish.
 
 
 
 </li>
 </ul>
 Competencies:
 
 
 <ul>
 <li>
 Self-starter
 </li>
 <li>
 Provide exceptional customer service to both internal and external customers
 </li>
 <li>
 Effectively communicate and collaborate with fellow employees
 </li>
 <li>
 Ability to multi-task
 
 
 
 </li>
 </ul>
 In return for your invaluable knowledge, skills, talent and ambition, Toyota of Orlando offers competitive salaries and benefits. Employment is contingent upon successful completion of a background investigation.
 
 
 Toyota of Orlando is proud to be an Equal Opportunity Employer.
</div>

Service Cashier/BDC

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10000 bank sales and service manager jobs Near Me

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Personal Banker Associate l - Northgate BM (Colerain Twp)

Branch Accountant & Sales Support Executive

Sales Banks - ( Mortgage & Finance Sales Specialist - Real Estate)

Service Cashier/BDC