Hybrid Banker: Needs-Based Sales & Service Pro

BankFirst Financial Services; Petal (MS); On-site; USD 32,000 - 45,000; Full time

Job summary

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

You will promote digital banking solutions, open deposits, handle cash, and support sales goals while maintaining a welcoming customer experience. Strong communication and detail orientation are essential.

Qualifications

• Must have strong communication skills, both written and verbal.
• Detail oriented with ability to multi-task effectively.
• Sales-oriented mindset with product knowledge.
• Excellent interpersonal and customer service abilities.

Responsibilities

• Engage with prospective customers to have needs-based conversations and make recommendations for products, services, and referrals.
• Open deposit products and refer to BankFirst internal line of business partners.
• Be knowledgeable about online banking and promote digital solutions to customers.
• Greet customers, process transactions, handle cash, and make product recommendations.
• Educate customers on BankFirst’s products and services.
• Provide a consistent, welcoming customer service experience and maintain service standards.
• Conduct outbound calls to customers to discuss products and needs.
• Own and resolve customer issues promptly and professionally.
• Follow bank processes and procedures and adhere to applicable laws and regulations.

Skills

Excellent communication

Sales oriented

Detail oriented

Multitasking

Tools

Excel

Word

Adobe Sign

Job description

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

You will promote digital banking solutions, open deposits, handle cash, and support sales goals while maintaining a welcoming customer experience. Strong communication and detail orientation are essential.