Personal Banking & Solutions Advisor

First Mid Bancshares, Inc.; Beloit (WI); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Health, dental & vision

HSA match

401(k) with employer match

Employee Stock Purchase Plan

Generous PTO & holidays

Tuition reimbursement

Performance-based bonuses

Job summary

First Mid Bancshares, Inc. is seeking a customer service associate in Beloit, WI. The role emphasizes delivering a quality service experience, handling transactions accurately, and building relationships with customers to understand their needs.

Responsibilities include opening and servicing accounts, balancing cash drawers, cross-selling banking products, and adhering to all safety, compliance, and policy guidelines. A high school diploma and 1+ year in customer service are required.

Qualifications

• High School Diploma or GED required.
• 1+ year of customer service and cash handling experience.
• Completion of required compliance and training curriculum.

Responsibilities

• Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
• Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust
• Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier’s checks, and additional transactions upon request.
• Gain manager assistance with any suspicious transactions.
• Obtain management approval for transactions outside authorized limits.
• Adheres to all bank compliance, security and operational policies and procedures.
• Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
• Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc.
• Performs changes to existing accounts as requested by the customer.
• Proactively looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to branch management.
• If applicable, allows entry of safe deposit box holders.
• Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
• May participate in bank promotions, external community events, and promotional activities.
• May be required to work in other First Mid Banking centers.
• Complete other specified duties as assigned.
• Develops and maintains relationships with business partners.
• Develops and maintains strong relationships with customers.
• Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
• Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
• Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines.
• Consistently meet or exceed established goals for the position.

Skills

Customer service

Cash handling

Communication

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

First Mid Bancshares, Inc. is seeking a customer service associate in Beloit, WI. The role emphasizes delivering a quality service experience, handling transactions accurately, and building relationships with customers to understand their needs.

Responsibilities include opening and servicing accounts, balancing cash drawers, cross-selling banking products, and adhering to all safety, compliance, and policy guidelines. A high school diploma and 1+ year in customer service are required.