Phone Banking Associate

First National Bank

Maine

On-site

USD 23,000 - 26,000

Full time

5 days ago
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Job summary

First National Bank in Maine is hiring for a full-time, in-office position. You will provide high-quality customer service, sell bank products, and refer customers to the right departments. The role requires strong phone etiquette and a customer-focused mindset.

Typical duties include handling calls, processing requests, and assisting with deposits and loan information. A favorable work environment and opportunities for growth are highlighted in the posting.

Qualifications

  • Phone etiquette and Customer service experience preferred
  • High school diploma or equivalent
  • Computer experience preferred
  • Banking experience desirable

Responsibilities

  • Provide world class customer service focused on retention, sales and service while answering inquiries and promoting products and services.
  • Handle inbound/outbound customer contacts via phone, secure messaging, and email.
  • Process requests using computerized systems following bank policies for identification, tracking, and troubleshooting.
  • Provide deposit and loan information regarding features, rates and terms.
  • Refer customers to appropriate bank personnel to meet referral goals.
  • Cross-sell bank products over the phone to incoming callers.
  • Familiarize with electronic services products and report unusual activity.
  • Investigate and correct errors reported by customers with management support.

Skills

Phone etiquette
Customer service
Teamwork
Communication

Education

High school diploma or equivalent

Tools

Argo-Harland Clarke
Banno conversations

Job description

Description

Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed.

Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. This fulltime position offers competitive pay, time off, benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 & 2026 list of Best Places to Work in Maine.

Fulltime-In Office PositionSchedule Monday-Friday (40 hours)Pay Range: The pay range for this role is $17–$19 per hour, reflecting a good-faith estimate as of the posting date and accounting for the position's responsibilities, level, and location. Actual starting pay will be set at the Bank's discretion and will take into account the candidate's experience, education, skills, certifications, and other relevant factors.Qualifications:

Phone etiquette and Customer service experience preferred

High school diploma or equivalent

Computer experience preferred

Banking experience desirable

Functions:

Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook and a professional manner while maintaining confidentiality.

Duties:
  • Provide world class customer service focused on customer retention, sales and service while answering all inquiries, promoting, and selling products and services and resolving customer problems.
  • Handle inbound/outbound customer contacts – via phone, Banno conversations/secure messaging, and email.
  • Accurately process requests, using computerized systems following bank policies for identification of customers, tracking, gathering information and trouble shooting.
  • Provide deposit and loan information regarding the structure and design of bank products including features/benefits, rates, terms, payment applications, balances, and statements.
  • Maintain a basic understanding of loan, investments, and merchant products in order to refer customers to appropriate bank personnel to help meet referral goals.
  • Complete Argo-Harland Clarke check order/Re-order, Argo- address change/CIF maintenance.
  • Cross-sell bank products over the phone to incoming callers.
  • Be familiar with electronic services products.
  • Exhibit an understanding of common scam and fraud situations and know how to report internally.
  • Investigate and correct errors reported by customers, work with management to report unusual account activity.
  • Perform additional duties, but not limited to debit card maintenance, stop payments, password resets, travel notes, check orders, disputes, etc.
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