Universal Banker

FirstBank; Franklin (TN); On-site; USD 34,000 - 52,000; Full time

Job summary

FirstBank in Franklin, TN is seeking an Universal Banker to deliver service excellence through accurate and efficient transaction processing, uncovering customer needs, and successfully selling bank products via the bank’s needs discovery process.

The role emphasizes building relationships with community clients, meeting branch targets, and supporting teller operations while upholding safety and compliance standards.

Qualifications

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

Responsibilities

• Identify customer needs and provide guidance when recommending bank products and services.
• Assist customers with transactional needs and answer inquiries regarding accounts and charges.
• Support teller and Financial Service Representative duties as needed.
• Build relationships with community and consumer clients to achieve targets for new accounts and teller operations.
• Maintain consistent, first-class service across all customer interactions.
• Adhere to bank procedures, laws, internal controls and risk management policies.

Skills

Customer service

Sales ability

Banking product knowledge

Communication

Education

High school diploma

Notary preferred

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