Financial Wellness Banker: Client Solutions Expert

First Bank Richmond; Piqua (OH); On-site; USD 42,000 - 55,000; Full time

Job summary

First Bank Richmond seeks a Universal Banker Float to service customers at a teller window or service desk, delivering financial solutions with a friendly, ethical approach. The role includes processing deposits, balancing daily transactions, and handling various account duties, with hours that include Saturdays.

The position emphasizes customer conversations, needs assessment, and cross-selling while maintaining accuracy and efficiency.

Qualifications

• Competency #1: Customer relations and professional rapport in day-to-day banking.
• Competency #2: Positive, constructive, and supportive attitude toward customers and colleagues.
• Competency #3: Accountability for actions and performance.
• Competency #4: Teamwork and cooperation across departments.
• Competency #5: Attention to detail and accurate work.
• Competency #6: Basic job knowledge and willingness to learn.
• Competency #7: Productivity and efficient use of time and resources.

Responsibilities

• Customer service and sales responsibilities.
• Educate customers on products and digital services to meet needs.
• Make complete recommendations for customers' financial wellbeing.
• Engage customers through onboarding or campaigns.
• Maintain accounts by updating addresses and closing accounts as needed.
• Assist customers with questions, detect fraud, explain services and charges.
• Open/Close Night Drop with dual control processes.
• Perform other duties as assigned.

Skills

Customer Relations

Attitude

Accountability

Teamwork

Attention to Detail

Job Knowledge

Productivity

Job description

First Bank Richmond seeks a Universal Banker Float to service customers at a teller window or service desk, delivering financial solutions with a friendly, ethical approach. The role includes processing deposits, balancing daily transactions, and handling various account duties, with hours that include Saturdays.

The position emphasizes customer conversations, needs assessment, and cross-selling while maintaining accuracy and efficiency.