Banking Customer Advisor & Cross-Sell

BancFirst; Weatherford (OK); On-site; USD 35,000 - 48,000; Full time

Job summary

BancFirst is looking for a customer-focused professional to join our retail banking team. You will greet customers, help them identify financial products, and open various accounts while ensuring accurate processing and compliance with policies.

The role emphasizes cross-selling BancFirst services, teamwork, and reliable performance in a fast-paced environment, with opportunities for growth within Oklahoma communities.

Qualifications

• High School Graduate/GED required.
• Ability to generate referrals and visit local businesses.
• Team player with strong work ethic and integrity.
• Knowledge of BancFirst policies and federal guidelines.
• Proficient in Microsoft Office.

Responsibilities

• Greet customers and foster a welcoming, customer-focused environment.
• Open accounts (savings, checking, business, CD/IRA).
• Process account requests and maintenance tasks.
• Promote BancFirst services through cross-selling.
• Perform monthly sales reporting.
• Build relationships to identify suitable financial products.
• Maintain legal documents and support community initiatives.

Skills

Customer service

Sales

Communication skills

Teamwork

Listening skills

Critical thinking

Microsoft Office

Education

High School Diploma

Job description

BancFirst is looking for a customer-focused professional to join our retail banking team. You will greet customers, help them identify financial products, and open various accounts while ensuring accurate processing and compliance with policies.

The role emphasizes cross-selling BancFirst services, teamwork, and reliable performance in a fast-paced environment, with opportunities for growth within Oklahoma communities.