Universal Banker

FirstBank; Scottsville (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

FirstBank is seeking an Universal Banker to deliver service excellence through accurate transaction processing and needs discovery. You will identify customer needs, provide guidance on banking products, and refer customers to appropriate partners to meet their financial goals.

The role emphasizes building relationships with community businesses and consumers, achieving branch targets, and maintaining strong compliance with policies and security procedures.

Qualifications

• Identify customer needs using guidelines, brand model and service standards.
• Explain bank products and services and refer to Bank partners as needed.
• Deliver consistent FirstBank service experience with attention to security and procedures.

Responsibilities

• Identify customer needs and guide customers in products and services.
• Assist with transactional needs and respond to inquiries about balances, history, charges, rates.
• Support Financial Center Manager in Teller or Financial Service Representative duties as needed.
• Build relationships with community and consumer clients to achieve branch targets.
• Maintain safety, internal controls and compliance with laws and policies.
• Attend regularly and perform other duties as assigned.

Skills

Needs discovery

Product knowledge

Referrals to partners

Education

High school diploma

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.

• 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 at FirstBank

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 Licences

• 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.