Universal Banker

BankFirst Financial Services; Petal (MS); On-site; USD 32,000 - 45,000; Full time

Job summary

BankFirst Financial Services in Petal, MS is seeking a Universal Banker to join our frontline team. This role blends customer service with teller duties, focusing on needs-based conversations, referrals, and transaction processing.

You will promote digital banking solutions, open deposits, handle cash, and support sales goals while maintaining a welcoming customer experience. Strong communication and detail orientation are essential.

Qualifications

• Must have strong communication skills, both written and verbal.
• Detail oriented with ability to multi-task effectively.
• Sales-oriented mindset with product knowledge.
• Excellent interpersonal and customer service abilities.

Responsibilities

• Engage with prospective customers to have needs-based conversations and make recommendations for products, services, and referrals.
• Open deposit products and refer to BankFirst internal line of business partners.
• Be knowledgeable about online banking and promote digital solutions to customers.
• Greet customers, process transactions, handle cash, and make product recommendations.
• Educate customers on BankFirst’s products and services.
• Provide a consistent, welcoming customer service experience and maintain service standards.
• Conduct outbound calls to customers to discuss products and needs.
• Own and resolve customer issues promptly and professionally.
• Follow bank processes and procedures and adhere to applicable laws and regulations.

Skills

Excellent communication

Sales oriented

Detail oriented

Multitasking

Tools

Excel

Word

Adobe Sign

Job description

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Universal Banker

Full-time Regular Professional Petal, MS, US

2 days ago Requisition ID: 1711

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.