Float Personal Banker I

First Farmers and Merchants Bank; Columbia (TN); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank in Columbia, TN is seeking a Float Personal Banker I. This full-time position demands customer service expertise, knowledge of banking services, and the ability to travel between branches. Candidates should possess interpersonal skills and a two-year college degree or equivalent training, aiming to provide exceptional banking support.

Qualifications

• 1-3 years of related experience required.
• Experience with customer service in banking is beneficial.
• Ability to build relationships and resolve conflicts tactfully.

Responsibilities

• Assist customers with account operations and answer product queries.
• Process consumer loan applications and assist in closings.
• Identify cross-sell opportunities and promote banking services.

Skills

Leadership

Good communication

Interpersonal skills

Education

Two-year college degree

Specialized training

Certification

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Float Personal Banker I

Regular Full-Time Columbia, TN, US

6 days ago Requisition ID: 1426

Job Location: First Farmers and Merchants Bank, 1501 South James Campbell Blvd., Columbia, TN 38401 - This is a float position requiring travel to all branches within Maury County.

Education Level: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Job Type: Full Time

VEVRAA Federal Contractor

Request Priority Referral of Protected Veterans EOE Females/Minorities/Protected Veterans/Disabled

To assist customers and potential customers with their banking needs; to support Relationship Managers in processing loans; to look for cross-sell opportunities and make appropriate referrals.

Personal Banker I Essential Functions & Responsibilities:

• Assist customers with opening and closing accounts, answer questions about products and services, and resolve problems within their authority; explain services, set up new accounts, certificates of deposit, IRAs; help with electronic funds transfers; provide expertise on Internet banking products; respond to problems and direct customers to the appropriate team; refer issues beyond their authority to their supervisor, along with recommendations. Perform teller duties as needed. Assist in taking consumer loan applications, entering data, and helping with closings.
• Have basic knowledge of the bank's consumer loan products, documents, regulations, and policies; trained to help Relationship Managers process loans; assist in setting up loan closings.
• Identify cross-sell opportunities and promote services to customers.
• Perform miscellaneous duties including typing, filing, computer input, and answering phones.
• Work in the Contact Center as needed.
• Perform other duties as assigned.

Performance Measurements:

1. Compliance with the bank's Code of Business Conduct and Ethics.
2. Maintain confidentiality of customer and sensitive information.
3. Punctuality and regular attendance.
4. Maintain knowledge of financial services and competitors' offerings.
5. Achieve loan volume and portfolio goals.
6. Meet sales goals for credit insurance.
7. Provide friendly, prompt, professional, and accurate service.
8. Maintain knowledge of regulations and bank procedures; comply with laws.
9. Develop positive working relationships with co-workers.
10. Maintain a professional environment and appearance.
11. Complete training and pursue additional learning to improve productivity.

Knowledge and Skills:

• Experience: 1-3 years of related experience.
• Education: Two-year college degree, certification, specialized training, or apprenticeship.
• Interpersonal Skills: Ability to handle confidential discussions, build relationships, and resolve conflicts tactfully.
• Other Skills: Leadership, supervisory skills, good communication, and proficiency with 10-key calculator, typing, and keyboard skills.

The position requires frequent movement within the office, operating office machinery, and may involve travel to branches. Standard office equipment such as calculators, computers, phones, photocopiers, and fax machines are routinely used.