Financial Wellness Banking Advisor

First Bank Richmond; Troy, Northern (OH, KY); Hybrid; USD 40,000 - 60,000; Full time

Job summary

First Bank Richmond is seeking a Universal Banker to service customers at teller and service desks, engaging in conversations to understand needs and match bank solutions. The role involves processing deposits, balancing daily transactions, and working with various banking services. Hours vary, including Saturdays.

The position emphasizes friendly, ethical, and efficient service to help customers achieve Financial Well-Being, with a focus on accuracy and adherence to bank procedures.

Qualifications

• Competencies required for success in a Universal Banker role, focusing on customer relationships, attitude, accountability, teamwork, attention to detail, job knowledge, and productivity.

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

First Bank Richmond is seeking a Universal Banker to service customers at teller and service desks, engaging in conversations to understand needs and match bank solutions. The role involves processing deposits, balancing daily transactions, and working with various banking services. Hours vary, including Saturdays.

The position emphasizes friendly, ethical, and efficient service to help customers achieve Financial Well-Being, with a focus on accuracy and adherence to bank procedures.