Universal Banker (Float)

FirstBank; Lexington (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

FirstBank in Tennessee is seeking a Universal Banker to deliver service excellence, process transactions accurately, and uncover customer needs through needs discovery. The role involves guiding customers to suitable bank products and referring them to partners as needed.

The position emphasizes building community relationships, achieving branch targets, and maintaining adherence to bank policies and security protocols while providing reliable service.

Qualifications

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

Responsibilities

• Identify customer needs and guide product recommendations using established guidelines and service standards; refer to appropriate bank partners as needed.
• Assist customers with transactional needs and inquiries about balances, history, charges, and interest rates.
• Support branch operations by performing Teller or Teller Manager duties as needed.
• Build relationships with community businesses and consumers to achieve targets for new accounts and teller operations.
• Model consistent, distinctive service in delivering the FirstBank experience while interacting with customers.
• Follow procedures and controls, comply with laws and risk management policies, and maintain security protocols.
• Maintain regular and reliable attendance.
• Perform other duties as assigned.

Skills

Customer service

Bank product knowledge

Needs discovery

Sales skills

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.

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