Financial Center Specialist I

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

At First Federal Bank, our core values speak to the heart of our organization and are the essence of our company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.

Offering a dynamic benefit package that includes but is not limited to:

• Four Medical Plan Offerings to choose from
• Employer HSA Contributions (Coverage/Plan exclusions)
• Employer Provided Life Insurance Policy
• Annual Health Incentive
• Annual Wellness Reimbursement
• Tuition Reimbursement program
• Generous Match 401k Retirement Plan
• Paid Sick Leave
• Paid Vacation Leave
• 11 Paid Holidays Based on the Federal Reserve Calendar

SKILLS & ABILITIES:

• Desire and passion to keep growing personally and professionally.
• Attention to detail and uses time effectively and efficiently.
• Seizes opportunities to make recommendations for improvements in products and services.
• Acts with customers in mind. Develops and nurtures positive relationships with internal and external customers; building mutual trust and respect.
• Enjoys working hard; is action oriented with a positive and innovative attitude.
• Possesses the willingness and ability to embrace change.
• Picks up on technical things quickly and can learn new skills and knowledge.
• Cool under pressure; can handle high levels of stress and possesses the ability to not show frustration.
• Quickly determines what will help or hinder accomplishing a goal. Possesses the ability to redirect customers to other service areas to eliminate roadblocks and increase service level and customer service experience for all customers.

ESSENTIAL FUNCTIONS:

• Open accounts, process consumer loans & refer customers to other appropriate staff when needed.
• Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in learned.
• Follow-up with new and existing customers and proactively manage customer relationships.
• Be prepared before calling or meeting with a customer utilizing tools provided.
• Conduct a minimum number of outreach calls assigned by manager.
• Strong communication skills including speaking to small or large groups whether inside or outside the organization.
• Authorized to waive bank charges when merited.
• Duties may vary due to location and this list may not be all-inclusive.
• Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying and Microsoft applications including word, excel, power point, outlook and accessories.
• Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace.
• Provides the best service to our customers with innovative and creative solutions.

JOB REQUIREMENTS:

• High School Diploma
• Experience in customer service, preferably for a financial institution
• Extended hours sitting and performing computer tasks may be required
• Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank

Bilingual candidates encouraged to apply.

Equal Opportunity Employer / Vet / Disability

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