Bilingual Financial Center Associate

First Federal Bank; Lake City (FL); On-site; USD 34,000 - 58,000; Full time

Benefits offered by this job

Medical plans

HSA contributions

Life insurance

Wellness program

Tuition reimbursement

401k retirement plan

Paid sick leave

Paid vacation

Holidays

Job summary

First Federal Bank in Florida seeks a customer-focused professional to open accounts, process consumer loans, and guide customers to the right staff. You’ll build lasting relationships by listening to life events, needs, and goals while maintaining accurate customer records.

You will follow up with clients, prepare thoroughly for calls or meetings, and meet outreach targets with strong communication, teamwork, and proficiency in banking systems and MS Office.

Qualifications

• Experience in customer service, preferably in financial services.
• Proficiency with banking software and PC-based tools.
• Ability to handle multiple tasks and high call volume.
• Excellent communication and interpersonal skills.

Responsibilities

• Open accounts and process consumer loan requests.
• Refer customers to appropriate staff.
• Capture customer life events and update profiles.
• Follow up with customers and manage relationships.
• Prepare before customer meetings.
• Meet outreach goals as assigned.
• Maintain proficiency with banking systems and Microsoft Office.

Skills

Customer service oriented

Communication skills

Attention to detail

Time management

Relationship building

Problem solving

Adaptability

Stress management

Process improvement

Education

High School Diploma

Tools

Microsoft Office

Banking software

Scanning & Copying tools

Outlook

CRM / Banking systems

Job description

First Federal Bank in Florida seeks a customer-focused professional to open accounts, process consumer loans, and guide customers to the right staff. You’ll build lasting relationships by listening to life events, needs, and goals while maintaining accurate customer records.

You will follow up with clients, prepare thoroughly for calls or meetings, and meet outreach targets with strong communication, teamwork, and proficiency in banking systems and MS Office.