Hybrid Banker & Customer Growth Specialist

BankFirst Financial Services; Columbus (MS); On-site; USD 32,000 - 46,000; Full time

Job summary

BankFirst Financial Services in Columbus, MS is seeking a Universal Banker to join our frontline team. This full-time role blends customer service with teller functions, focusing on needs-based conversations, referrals, and accurate transaction processing.

The Universal Banker will promote digital solutions, greet customers, process transactions, and cross-sell bank products while upholding our customer service standards and regulatory compliance.

Qualifications

• Must have good computer skills, specifically Excel, Word, Adobe Sign.
• Should be detail oriented and be able to multi-task.
• Have excellent communications skills, written and verbal.
• Should be sales oriented and have excellent product knowledge.

Responsibilities

• Engage with prospective customers to have needs-based conversations to make recommendations for products, services, and referrals.
• Open Deposit Products and make Referrals to BankFirst internal Line of Business Partners.
• Be knowledgeable and proficient in the use of all online services and promote those digital solutions to customers.
• Shares responsibility of greeting customers, processing transactions, handling cash, and making product recommendations.
• Educates customers on BankFirst’s products and services.
• Provides a consistent optimal customer service experience by maintaining service standards and facilitating a welcoming and customer-focused environment.
• Conducts outbound phone calls to customers.
• Owns and resolves customer’s issues.
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.

Skills

Detail orientation

Multi-tasking

Excellent communication

Sales oriented

Product knowledge

Tools

Excel

Word

Adobe Sign

Job description

BankFirst Financial Services in Columbus, MS is seeking a Universal Banker to join our frontline team. This full-time role blends customer service with teller functions, focusing on needs-based conversations, referrals, and accurate transaction processing.

The Universal Banker will promote digital solutions, greet customers, process transactions, and cross-sell bank products while upholding our customer service standards and regulatory compliance.