Financial Wellness Banker — Service & Solutions

The Farmer's Bank; Centerville (IN); On-site; USD 32,000 - 52,000; Full time

Job summary

The Farmer's Bank in Indiana seeks a Universal Banker who can serve customers at a teller window or service desk, balancing transactions and providing accurate processing. This role emphasizes friendly, ethical service and matching bank solutions to help customers achieve Financial Well-Being.

You will educate customers on accounts, services and digital tools, pursue cross-sell opportunities, and engage customers through onboarding campaigns. Hours vary and include Saturdays.

Qualifications

• Customer service and sales capabilities demonstrated in daily banking tasks.
• Ability to educate customers on accounts, services and digital tools.
• Accurate handling of transactions and attention to detail in banking processes.

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 Service

Sales

Communication

Cross-Selling

Attention to Detail

Teamwork

Problem Solving

Job description

The Farmer's Bank in Indiana seeks a Universal Banker who can serve customers at a teller window or service desk, balancing transactions and providing accurate processing. This role emphasizes friendly, ethical service and matching bank solutions to help customers achieve Financial Well-Being.

You will educate customers on accounts, services and digital tools, pursue cross-sell opportunities, and engage customers through onboarding campaigns. Hours vary and include Saturdays.