Financial Wellness Banker & Service Specialist

First-Bank-Richmond; Piqua (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

First-Bank-Richmond is seeking a Universal Banker Float to service customers at a teller window or service desk, balancing daily transactions and offering financial solutions to promote Financial Well-Being in a friendly, ethical, and efficient manner. Hours vary and include Saturdays.

You will handle deposits, record all transactions, and balance each day's operations while educating customers on accounts, services and digital options to strengthen relationships and trust.

Qualifications

• Competency in customer relations and rapport building.
• Positive, constructive attitude toward customers and colleagues.
• Accountability for actions and performance.
• Ability to work with peers and other departments to support customers.
• Strong attention to detail and accuracy in handling transactions.
• Fundamental knowledge of banking concepts and products.
• Demonstrated productivity and efficient work habits.

Responsibilities

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

Skills

Customer Relations

Attitude

Accountability

Teamwork & Cooperation

Attention to Detail

Job Knowledge (Basic)

Productivity

Job description

First-Bank-Richmond is seeking a Universal Banker Float to service customers at a teller window or service desk, balancing daily transactions and offering financial solutions to promote Financial Well-Being in a friendly, ethical, and efficient manner. Hours vary and include Saturdays.

You will handle deposits, record all transactions, and balance each day's operations while educating customers on accounts, services and digital options to strengthen relationships and trust.