Universal Banker

FirstBank; Alabama; On-site; USD 32,000 - 42,000; Full time

Job summary

FirstBank is seeking a Universal Banker to deliver service excellence by accurately processing transactions and identifying customer needs. You will guide customers through banking products and services using our discovery process and refer to partners as appropriate.

In this role you will assist with account inquiries, balances, and transaction history, and support Teller and Financial Service Representative duties.

Qualifications

• High school diploma or equivalent required.
• Minimum of one year experience, bank experience preferred.
• Notary license preferred.

Responsibilities

• Identify customer needs and provide guidance when recommending bank products and services; refer to appropriate Bank partners as needed.
• Assist customers with transactional needs and inquiries regarding balances, transaction history, service charges, interest rates, etc.
• Support Financial Center Manager operations, performing Teller or Teller Manager and Financial Service Representative duties as needed.
• Build relationships with community businesses and consumer clients to achieve targets for new accounts and teller operations.
• Model consistent, distinctive service to all customers.
• Follow bank procedures, laws, internal controls, risk management policies, and security protocols.
• Regular and reliable attendance.
• Perform other duties as assigned.

Education

High school diploma or equivalent

Job description

Position Summary

The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank’s needs discovery process.

Essential Duties & Responsibilities:

• Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
• Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
• Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
• Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
• Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
• Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
• Regular and reliable attendance.
• Perform other duties as assigned.

Qualifications:

Education

• High school diploma or the equivalent required

Experience

• Minimum of one year, with specific bank experience preferred

Certifications and Licenses

• Notary preferred