Hybrid Banker: Needs-Based Sales & Service

BankFirst Financial Services; The Dell (MS); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

BankFirst Financial Services in Oxford, MS seeks a Universal Banker to join as a full-time, on-site team member. This hybrid role combines customer service, teller duties, and sales opportunities to grow client relationships and cross-sell bank products.

You will handle deposits, referrals, and digital services while delivering consistent service excellence. The position emphasizes needs-based conversations, referrals, cash handling, and a strong customer-focused approach, with opportunities for

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Sales oriented

Product knowledge

Excellent communication

Tools

Excel

Word

Adobe Sign

Jobbeschreibung

BankFirst Financial Services in Oxford, MS seeks a Universal Banker to join as a full-time, on-site team member. This hybrid role combines customer service, teller duties, and sales opportunities to grow client relationships and cross-sell bank products.

You will handle deposits, referrals, and digital services while delivering consistent service excellence. The position emphasizes needs-based conversations, referrals, cash handling, and a strong customer-focused approach, with opportunities for