Financial Center Specialist I jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Federal Bank · 1 month ago

Financial Center Specialist I

First Federal Bank is committed to community service and customer satisfaction, emphasizing stability and trustworthiness. The Financial Center Specialist I role focuses on customer relationship management, account opening, and processing consumer loans while ensuring an exceptional customer service experience.

BankingFinanceFinancial Services

Responsibilities

Open accounts, process consumer loans & refer customers to other appropriate staff when needed
Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in learned
Follow-up with new and existing customers and proactively manage customer relationships
Be prepared before calling or meeting with a customer utilizing tools provided
Conduct a minimum number of outreach calls assigned by manager
Strong communication skills including speaking to small or large groups whether inside or outside the organization
Authorized to waive bank charges when merited
Duties may vary due to location and this list may not be all-inclusive
Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying and Microsoft® applications including word, excel, power point, outlook and accessories
Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace
Provides the best service to our customers with innovative and creative solutions
Extended hours sitting and performing computer tasks may be required
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank

Qualification

Customer serviceBank productsCommunication skillsAttention to detailBilingual

Required

Desire and passion to keep growing personally and professionally
Attention to detail and uses time effectively and efficiently
Seizes opportunities to make recommendations for improvements in products and services
Acts with customers in mind. Develops and nurtures positive relationships with internal and external customers; building mutual trust and respect
Enjoys working hard; is action oriented with a positive and innovative attitude
Possesses the willingness and ability to embrace change
Picks up on technical things quickly and can learn new skills and knowledge
Cool under pressure; can handle high levels of stress and possesses the ability to not show frustration
Quickly determines what will help or hinder accomplishing a goal. Possesses the ability to redirect customers to other service areas to eliminate roadblocks and increase service level and customer service experience for all customers
Open accounts, process consumer loans & refer customers to other appropriate staff when needed
Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in learned
Follow-up with new and existing customers and proactively manage customer relationships
Be prepared before calling or meeting with a customer utilizing tools provided
Conduct a minimum number of outreach calls assigned by manager
Strong communication skills including speaking to small or large groups whether inside or outside the organization
Authorized to waive bank charges when merited
Duties may vary due to location and this list may not be all-inclusive
Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying and Microsoft® applications including word, excel, power point, outlook and accessories
Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace
Provides the best service to our customers with innovative and creative solutions
Extended hours sitting and performing computer tasks may be required
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank

Preferred

High School Diploma
Experience in customer service, preferably for a financial institution
Extended hours sitting and performing computer tasks may be required
Bilingual candidates encouraged to apply

Benefits

Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays based on the Federal Reserve Calendar

Company

First Federal Bank

twittertwittertwitter
company-logo
First Federal Bank is a community-based mutual bank that provides online banking and debit card services.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
John Medina
Chief Executive Officer
linkedin
leader-logo
David Brewer
Executive Vice President & Chief Financial Officer
linkedin
Company data provided by crunchbase