Banking Services Specialist: Accounts & Sales

BankFirst Financial Services; Flowood (MS); On-site; USD 32,000 - 45,000; Full time

Job summary

BankFirst Financial Services is seeking a front-line associate to explain bank products and assist customers in opening new accounts. You will help current customers with inquiries and problems, and refer cross-sell opportunities where appropriate.

You will interview customers, collect information for new accounts such as checking, savings, CDs, IRAs, and safe deposit boxes. Strong computer skills and banking experience are essential.

Qualifications

• Excellent communication skills, written and verbal.
• Sales oriented with strong product knowledge.
• Detail oriented and able to multitask.

Responsibilities

• Interview prospective customers to obtain information for opening new accounts (checking, savings, CDs, IRA, etc).
• Explain bank products and services and answer questions.
• Compile information and enter data for new accounts; file necessary documents.

Skills

Excellent communication

Sales oriented

Product knowledge

Detail oriented

Multitasking

Education

Banking experience

Tools

Excel

Word

Adobe Sign

Job description

BankFirst Financial Services is seeking a front-line associate to explain bank products and assist customers in opening new accounts. You will help current customers with inquiries and problems, and refer cross-sell opportunities where appropriate.

You will interview customers, collect information for new accounts such as checking, savings, CDs, IRAs, and safe deposit boxes. Strong computer skills and banking experience are essential.