Universal Banker

FirstBank; Alabama; On-site; USD 30,000 - 45,000; Full time

Job summary

A leading bank is seeking a Universal Banker who will excel in transaction processing and customer service. This role involves identifying customer needs, providing appropriate product guidance, and supporting branch operations. Ideal candidates will have a high school diploma and banking experience, along with a strong customer focus.

Qualifications

• Minimum of one year bank experience preferred.
• Notary preferred.

Responsibilities

• Identify customer needs and provide guidance on bank products.
• Assist customers with their transactional needs.
• Build relationships with community businesses and clients.

Skills

Customer service

Transaction processing

Sales

Education

High school diploma or equivalent

Job description

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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.

• 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.
  
  

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
  
  

FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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