Banking Solutions Advisor | Client Spotlight & Growth

Holiday Financial Services Corporation; Kentucky; Hybrid; USD 28,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K with company match

Paid time off

Job summary

FCBank seeks Universal Associates to greet clients, engage in conversations, uncover opportunities, and recommend banking products and services. You will perform accurate transactions, assist with account openings, and support retail lending while following bank policies for security and compliance.

We expect a high school diploma or GED and strong communication, math, and problem-solving skills. Travel to market areas for training may be required.

Qualifications

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Professional communication and interpersonal skills to write and speak effectively.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess basic digital literacy including email and internet use; learn core banking systems.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
• REASONING ABILITY: Ability to apply common sense and solve problems with several variables.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: Standing at a teller pod or sitting at a desk; may lift up to 25 pounds; travel to market areas for training.

Responsibilities

• Greet clients enthusiastically and engage in conversations to uncover opportunities and recommend products and services.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, assist with account openings and retail lending.
• Follow bank policies and operational procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and product sales.

Skills

Customer service

Sales awareness

Compliance knowledge

Communication

Problem solving

Education

High school diploma or GED

Job description

FCBank seeks Universal Associates to greet clients, engage in conversations, uncover opportunities, and recommend banking products and services. You will perform accurate transactions, assist with account openings, and support retail lending while following bank policies for security and compliance.

We expect a high school diploma or GED and strong communication, math, and problem-solving skills. Travel to market areas for training may be required.