Universal Banker

BankFirst Financial Services; Columbus (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

BankFirst Financial Services in Columbus, MS seeks a Universal Banker to join our front-line team. This full-time role blends customer service with teller responsibilities, focusing on needs-based conversations, referrals, and smooth transaction processing.

You will promote online banking, open deposit products, and cross-sell solutions while maintaining a welcoming, compliant branch environment. Strong communication, detail-orientation, and sales drive are essential.

Qualifications

• Customer service and communication skills are essential.
• Detail-oriented with ability to multitask and manage multiple tasks.
• Sales-minded with knowledge of bank products and cross-selling.

Responsibilities

• Engage with prospective customers to discuss needs and recommend products, services, and referrals.
• Open deposit products and refer to internal partners.
• Be knowledgeable about online banking and promote digital solutions.
• Greet customers, process transactions, handle cash, and make product recommendations.
• Educate customers on BankFirst’s products and services.
• Maintain a welcoming, customer-focused environment and service standards.
• Make outbound calls to customers.
• Own and resolve customer issues.
• Follow bank processes and regulations and report operational risks.

Skills

Customer service

Communication

Sales orientation

Multitasking

Detail-oriented

Tools

Excel

Word

Adobe Sign

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker

Full-time Regular Professional Columbus, MS, US

BASIC PURPOSE: A front-line team member whose responsibilities are a combination of a Customer Service Representative and a Teller. The Universal Banker is a hybrid position that encompasses needs-based conversations, recommendations, referrals, and transaction processing. This role will allow the team member to participate in the sales culture of the institution and provide an opportunity for career growth and development. The Universal Banker is expected to make referrals and cross-sell products/services appropriate to the customers’ needs while maintaining the customer service culture of the company. Other duties may be assigned.

PRINCIPLE ACCOUNTABILITIES

• Engage with prospective customers to have needs-based conversations to make recommendations for products, services, and referrals.
• Open Deposit Products and make Referrals to BankFirst internal Line of Business Partners.
• Be knowledgeable and proficient in the use of all online services and promote those digital solutions to customers.
• Shares responsibility of greeting customers, processing transactions, handling cash, and making product recommendations.
• Educates customers on BankFirst’s products and services.
• Provides a consistent optimal customer service experience by maintaining service standards and facilitating a welcoming and customer-focused environment.
• Conducts outbound phone calls to customers.
• Owns and resolves customer’s issues.
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.

EDUCATION, EXPERIENCE, SKILLS:

• Must have good computer skills, specifically Excel, Word, Adobe Sign.
• Should be detail oriented and be able to multi-task.
• Have excellent communications skills, written and verbal.
• Should be sales oriented and have excellent product knowledge.