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FirstBank · 1 day ago

Financial Services Representative

Scottsville, KY

Full-time

Onsite

Entry Level

2+ years exp

FirstBank is dedicated to delivering excellent service through its Financial Services Representatives. The role focuses on processing transactions, meeting customer needs, and selling bank products while maintaining compliance with policies and procedures.

BankingFinanceFinancial Services

Responsibilities

Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate

Answer customers’ questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities

Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed

Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program

Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate

Perform Financial Center operations activities in a support or lead role, which may include but is not limited to:

Assist customers with safe deposit box entry and accurate log maintenance

Account maintenance, wire transfers, fraud packets, etc

Process reports as needed, including but not limited to the Nonsufficient Funds (NSF) report

Assist in a Teller capacity when needed

Financial Center Security Coordinator duties and/or Financial Center Disaster Recovery Notebook procedures as needed and required

Provide consistent, distinctive service to all customers when delivering the FirstBank service experience

Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols

Regular and reliable attendance

Perform other duties as assigned