Financial Wellness Banker — Service, Solutions & Saturdays

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

Job summary

The Farmer's Bank seeks an Universal Banker to assist customers at a teller window or service desk, guiding them toward banking solutions while ensuring financial well-being. You will handle transactions, educate clients on products, and balance daily operations in a friendly, ethical manner.

Responsibilities include processing deposits, opening/closing accounts, identifying cross-sell opportunities, and onboarding customers to digital channels with accuracy and care.

Qualifications

• Strong customer service and sales abilities.
• Ability to educate customers on banking solutions and new accounts.
• Attention to detail and accuracy in handling transactions.

Responsibilities

• Assist customers at teller window or service desk.
• Process deposits and withdrawals following procedures.
• Open/Close accounts and update customer information as needed.
• Educate customers on banking products and digital channels.
• Identify opportunities for cross-selling appropriate solutions.
• Handle inquiries and resolve issues with care and compliance.

Skills

Customer service

Sales & cross-selling

Relationship building

Attention to detail

Account knowledge

Product knowledge

Productivity

Job description

The Farmer's Bank seeks an Universal Banker to assist customers at a teller window or service desk, guiding them toward banking solutions while ensuring financial well-being. You will handle transactions, educate clients on products, and balance daily operations in a friendly, ethical manner.

Responsibilities include processing deposits, opening/closing accounts, identifying cross-sell opportunities, and onboarding customers to digital channels with accuracy and care.