Universal Banker

FirstBank; Jackson (TN); Sur place; USD 36 000 - 52 000; Plein temps

Résumé du poste

FirstBank is seeking a Universal Banker to deliver service excellence and efficiently process transactions. You will identify customer needs, provide guidance on bank products, and make referrals to appropriate partners.

The role involves assisting customers with transactions, meeting service standards, and supporting the branch with teller and financial service duties as needed. Notary preferred and high school diploma required.

Qualifications

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

Responsabilités

• Identify customer needs and guide on bank products and services.
• Assist customers with transactional needs per guidelines and service standards.
• Support branch manager by performing Teller or Financial Service Rep duties as needed.
• Build relationships with community businesses and clients to achieve branch targets.
• Model consistent service and adhere to bank procedures and risk controls.

Connaissances

Customer service

Needs discovery

Cross-selling

Formation

High school diploma

Description du poste

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