Personal Banking Associate jobs in United States
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First Command Financial Services, Inc. · 1 week ago

Personal Banking Associate

First Command Financial Services, Inc. is committed to coaching those who serve in pursuit of financial security. The Personal Banking Associate is responsible for delivering personalized service to clients and advisors, handling inbound communications, and making real-time decisions regarding bank products and services.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Member of First Command Bank’s multi-channel contact center supporting:
New and existing client and advisor accounts
Mobile & online banking support
Loan servicing
Transaction assistance
Bill pay
Paperless enrollment
Credit and debit card services
Deposit account maintenance
Cross-sell consumer banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system
Proactively manages risk in every business, product, and service transaction leveraging available tools

Qualification

Bank contact center experienceDigital products experienceJack Henry Silverlake coreMicrosoft Office SuiteIntellectual curiosityEffective communicationCritical thinkingProblem solvingEmotional intelligenceInterpersonal skills

Required

High school diploma or equivalent
Must possess discernment in being able to apply bank policy and regulations in all situations
Must demonstrate a history of effective communication
Must demonstrate a history of critical thinking
Must demonstrate a history of problem solving
Must demonstrate a history of emotional intelligence
Must demonstrate a history of intellectual curiosity
Must demonstrate a history of interpersonal skills
3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management
Passion for serving the military

Preferred

Bachelor's degree
Minimum 3-5 years bank contact center experience and/or bank operations in a highly complex environment
3+ years' experience working with digital products, including mobile, online and e-commerce
2+ years' experience working with Jack Henry Silverlake core

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Company data provided by crunchbase