Universal Banking Specialist

First Western Bank & Trust•Chandler, AZ

25d•Onsite

About The Position

Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence; establish and develop relationships with new consumer and business bank customers.

Requirements

High School diploma or general education degree (GED) required
Knowledge of customer service principles and practices
Knowledge of administrative and clerical procedures
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills
Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional manner
Must have proficient spoken and written English language skills
Must have cash handling, general math, and computer skills

Nice To Haves

One year of banking experience preferred

Responsibilities

Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional manner
Properly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary information
Maintain responsibility for cash drawer and follow proper balancing procedures
Handle a wide variety of customer banking matters accurately and efficiently; includes cashing checks; making checking and savings account deposits and withdrawals; processing credit card, loan and ACH payments; calculating loan payoffs; redeeming savings bonds; processing coin and currency orders; ordering new and issuing temporary checks; selling and issuing gift cards and travel cards, and wire transfers
Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts
Deepen and enrich current consumer and business customer relationships through identifying needs, providing the best bank products and services to meet customer’s financial needs, and using cross-sell and referral opportunities
Establish and develop solid relationships with new consumer and business customers through identifying needs, providing the best bank products and services for customers' financial needs, and using cross-sell and referral opportunities
Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts
Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts