Universal Banker

BankFirst Financial Services•Columbus, MS

About The Position

The Universal Banker is a front-line team member combining Customer Service Representative and Teller responsibilities. This hybrid position includes needs-based conversations, recommendations, referrals, and transaction processing. The role participates in the institution’s sales culture and offers an opportunity for career growth and development. The Universal Banker is expected to refer and cross-sell products and services appropriate to customers’ needs while maintaining the company’s customer service culture. Other duties may be assigned.

Requirements

Good computer skills, specifically Excel, Word, and Adobe Sign.
Detail oriented and able to multitask.
Excellent written and verbal communication skills.
Sales oriented with excellent product knowledge.

Responsibilities

Engage prospective customers in needs-based conversations and recommend appropriate products, services, and referrals.
Open deposit products and make referrals to BankFirst internal lines of business partners.
Understand and use online services proficiently and promote digital solutions to customers.
Greet customers, process transactions, handle cash, and make product recommendations.
Educate customers on BankFirst products and services.
Provide a consistent customer service experience by maintaining service standards and a welcoming, customer-focused environment.
Conduct outbound phone calls to customers.
Own and resolve customer issues.
Follow bank processes and procedures and applicable laws and regulations.
Complete duties delegated and assigned by the Branch Manager.
Help ensure sound banking practices, including managing, identifying, and reporting operational risks.