Universal Banker

Bankfirst Financial Services; Tupelo (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

BankFirst Financial Services in Tupelo, MS is seeking a Universal Banker to join our front-line team. This full-time role blends customer service and teller duties, emphasizing needs-based conversations, referrals, and transaction processing to support clients’ financial goals.

You will promote digital solutions, open deposits, greet customers, handle cash, and cross-sell products, while complying with bank policies and regulatory requirements.

Qualifications

• Must have good computer skills, specifically Excel, Word, Adobe Sign.
• Detail oriented and able to multi-task.
• Excellent communications skills, written and verbal.
• Sales oriented with strong product knowledge.

Responsibilities

• 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.
• Share responsibility of greeting customers, processing transactions, handling cash, and making product recommendations.
• Educates customers on BankFirst’s products and services.
• Provide a consistent optimal customer service experience by maintaining service standards and a welcoming environment.
• Conduct outbound phone calls to customers.
• Own and resolve customer’s issues.
• Follow all bank processes and procedures and adhere to applicable laws and regulations.

Skills

Communication skills

Sales oriented

Product knowledge

Detail oriented

Multi-tasking

Tools

Excel

Word

Adobe Sign

Job description

Universal Banker

Full-time Regular Professional Tupelo, 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.