Financial Wellness Banker - Customer Solutions

The Farmer's Bank; Piqua (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

The Farmer's Bank is hiring a Universal Banker Float to serve customers at both the teller window and service desk, addressing financial needs with a friendly, ethical approach. You will process deposits, balance daily operations, and present bank solutions to support Financial Well-Being.

Hours vary and include Saturdays. You will educate customers on accounts and digital options, cross-sell to meet needs, and maintain accurate records and compliance.

Qualifications

• Customer-focused banking professional capable of understanding client needs.
• Commitment to accuracy in transactions and records.
• Ability to educate customers on accounts and digital solutions.

Responsibilities

• Customer Service and Sales.
• Educate customers on solutions that meet their needs, including new accounts, services, and digital
• Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
• Engage customers by following up through onboarding or campaigns
• Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
• Assist customers by answering financial questions, expose fraud, explain bank services and service charges
• Open/Close Night Drop with dual control processes for various Night-Drop and mail.
• Other Duties as Assigned.

Skills

Customer Relations

Attitude

Accountability

Teamwork & Cooperation

Attention to Detail

Job Knowledge (Basic)

Productivity

Job description

The Farmer's Bank is hiring a Universal Banker Float to serve customers at both the teller window and service desk, addressing financial needs with a friendly, ethical approach. You will process deposits, balance daily operations, and present bank solutions to support Financial Well-Being.

Hours vary and include Saturdays. You will educate customers on accounts and digital options, cross-sell to meet needs, and maintain accurate records and compliance.