Banking Specialist: Customer Solutions & Accounts

FirstBank; Fort Oglethorpe (GA); On-site; USD 40,000 - 56,000; Full time

Job summary

FirstBank is seeking a Universal Banker to deliver service excellence by processing transactions accurately, uncovering customer needs, and selling bank products through a needs discovery process.

You will identify customer needs, guide on products, assist with transactions, support branch operations as needed, build relationships with local businesses and clients, and uphold regulatory and security standards.

Join a team committed to reliable attendance and contributing to branch goals.

Qualifications

• Education: High school diploma or the equivalent required.
• Experience: Minimum of one year, with specific bank experience preferred.
• Certifications and Licences: Notary preferred.

Responsibilities

• Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
• Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
• Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
• Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
• Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
• Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
• Regular and reliable attendance.
• Perform other duties as assigned.

Skills

Customer service

Banking product knowledge

Sales/upselling

Needs discovery

Education

High school diploma or equivalent

Job description

FirstBank is seeking a Universal Banker to deliver service excellence by processing transactions accurately, uncovering customer needs, and selling bank products through a needs discovery process.

You will identify customer needs, guide on products, assist with transactions, support branch operations as needed, build relationships with local businesses and clients, and uphold regulatory and security standards.

Join a team committed to reliable attendance and contributing to branch goals.