Personal Banking Rep
About the position
The Personal Banking Representative plays a crucial role in assisting customers with their banking needs, including processing transactions, opening new accounts, and providing information on products and services. This position focuses on delivering exceptional customer service while also cross-selling the bank's products and maintaining accurate financial records.
Responsibilities
Ā Assist customers with a wide range of inquiries and requests
,
Ā Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
,
Ā Open new accounts and provide product/service information
,
Ā Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
,
Ā Process transactions accurately and adhere to all compliance requirements
,
Ā Review daily reports and perform maintenance on accounts
,
Ā Recognize and develop opportunities for cross-selling FirstBank products and services
,
Ā Sell bank products and meet company sales goals
,
Ā Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
,
Ā Perform other duties and projects as assigned by the market or region
,
Ā Understand and comply with all provisions of the Safety in the Workplace policy
Requirements
Ā Entry-level job with little or no prior relevant work experience in the function
,
Ā Cash handling and customer-service experience preferred
,
Ā Good customer-service skills and the ability to work well with others
,
Ā Basic mathematic and problem-solving skills
,
Ā Comfortable in a sales environment
,
Ā Detail-oriented with the ability to multi-task and change directions quickly
Nice-to-haves
Benefits
Ā 401(k)
,
Ā AD&D insurance
,
Ā Dental insurance
,
Ā Disability insurance
,
Ā Health insurance
,
Ā Life insurance
,
Ā Paid time off
Apply Now
The Personal Banking Representative plays a crucial role in assisting customers with their banking needs, including processing transactions, opening new accounts, and providing information on products and services. This position focuses on delivering exceptional customer service while also cross-selling the bank's products and maintaining accurate financial records.
Responsibilities
Ā Assist customers with a wide range of inquiries and requests
,
Ā Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
,
Ā Open new accounts and provide product/service information
,
Ā Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
,
Ā Process transactions accurately and adhere to all compliance requirements
,
Ā Review daily reports and perform maintenance on accounts
,
Ā Recognize and develop opportunities for cross-selling FirstBank products and services
,
Ā Sell bank products and meet company sales goals
,
Ā Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
,
Ā Perform other duties and projects as assigned by the market or region
,
Ā Understand and comply with all provisions of the Safety in the Workplace policy
Requirements
Ā Entry-level job with little or no prior relevant work experience in the function
,
Ā Cash handling and customer-service experience preferred
,
Ā Good customer-service skills and the ability to work well with others
,
Ā Basic mathematic and problem-solving skills
,
Ā Comfortable in a sales environment
,
Ā Detail-oriented with the ability to multi-task and change directions quickly
Nice-to-haves
Benefits
Ā 401(k)
,
Ā AD&D insurance
,
Ā Dental insurance
,
Ā Disability insurance
,
Ā Health insurance
,
Ā Life insurance
,
Ā Paid time off
Apply Now