Universal Banker: Customer Success & Banking Solutions

FirstBank; Memphis (TN); On-site; USD 36,000 - 48,000; Full time

Job summary

FirstBank in Memphis, TN is seeking a Universal Banker to deliver service excellence through accurate transaction processing, needs discovery, and effective cross-selling of bank products.

The role emphasizes identifying customer needs, assisting with transactions, and building relationships with local businesses while supporting branch operations and adhering to policies and risk controls. A high school diploma and banking experience are required; notary is preferred.

Qualifications

• Identify customer needs and recommend bank products using guidelines and service standards.
• Refer customers to appropriate Bank partners as needs dictate.
• Answer inquiries and explain services, including balances, history, charges, and rates.
• Build relationships and help achieve branch targets for new accounts and teller operations.
• Model consistent, distinctive service in all customer interactions.

Responsibilities

• Identify customer needs and guide product recommendations.
• Assist customers with transactional needs and inquiries.
• Support branch operations with teller and Financial Service Representative duties as needed.
• Build relationships with community businesses and consumer clients to achieve targets.
• Adhere to security, controls, and risk management policies.

Skills

Customer needs assessment

Cross-selling

Excellent communication

Cash handling

Attention to detail

Education

High school diploma

Job description

FirstBank in Memphis, TN is seeking a Universal Banker to deliver service excellence through accurate transaction processing, needs discovery, and effective cross-selling of bank products.

The role emphasizes identifying customer needs, assisting with transactions, and building relationships with local businesses while supporting branch operations and adhering to policies and risk controls. A high school diploma and banking experience are required; notary is preferred.