Client-Centric Banking Associate | Craft Solutions

Holiday Financial Services Corporation; Worthington (OH); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company match

Paid Time Off

Job summary

FCBank in Worthington, OH is seeking a Universal Associate to provide a specialized banking experience, greet clients, and tailor financial solutions. You will perform transactions, assist with account openings, and support retail lending while complying with bank policies.

The role emphasizes customer satisfaction, sales targets, and community engagement. Ideal candidates will have a high school diploma or GED, strong communication skills, and the ability to work in a team.

Qualifications

• Requires reading comprehension and professional communication to write and speak effectively.
• Ability to utilize telephone systems and digital literacy including email and internet use.
• Ability to perform basic arithmetic and monetary tasks.
• Ability to apply common sense and solve problems with multiple variables.
• Physical demands include standing at a teller pod or sitting at a desk with occasional lifting up to 25 pounds.

Responsibilities

• Greet clients warmly and engage in conversations to uncover opportunities and make product recommendations.
• Deliver an exceptional banking experience with each interaction.
• Perform accurate transactions and maintain client accounts, including openings and retail lending.
• Follow bank policies and procedures to ensure security and compliance.
• Aim to meet or exceed performance targets related to customer satisfaction and sales.

Skills

Language Skills

Technology Skills

Mathematical Skills

Reasoning Ability

Physical Demands

Education

High School Diploma or GED

Tools

Core transaction system

Debit card system

Statement processing system

Cash advance machines

Job description

FCBank in Worthington, OH is seeking a Universal Associate to provide a specialized banking experience, greet clients, and tailor financial solutions. You will perform transactions, assist with account openings, and support retail lending while complying with bank policies.

The role emphasizes customer satisfaction, sales targets, and community engagement. Ideal candidates will have a high school diploma or GED, strong communication skills, and the ability to work in a team.