First Bank & Trust Co. · 2 weeks ago
Financial Service Representative
Wellston, OK
Full-time
Onsite
New Grad, Entry LevelFirst Bank & Trust Co. is seeking a Financial Service Representative who will assist customers with their financial needs and support lenders with their lending responsibilities. The role involves greeting customers, managing accounts, providing loan applications, and marketing bank products to meet customer needs.
Financial Services
Responsibilities
Greet customers entering the bank and direct customers to the appropriate area for assistance
Answer calls for Loan Officers and other Financial Service Representative’s as needed
Open deposit accounts including checking, savings, CDs and IRAs, rent safe deposit boxes and provide access to safe deposit boxes
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc
Provide customers with loan applications and assist with the application process
Responsible for the loan application data entry into the banks software
Assist Loan Officers with loan worksheets, preliminary disclosures and loan closings
Handle all aspects of loan documentation and preparation of all loan types
Assist Loan Officers with various correspondences and other projects as needed
Market all bank products by determining customer needs from conversations or customer relationships such as Visa Merchant, Remote Deposit, Cash Management and Trust Investments
Manage instant issuance of debit cards for customers as needed
Must be able to meet attendance and punctuality standards
Effectively work and cooperate with supervisors, co-workers and customers
Follow the direction of the supervisor
Perform other duties and projects as required by management
Qualification
Required
Proficient computer, 10 key, and typing skills
Ability to compute basic math functions as well as ratios, yields, percentages
Strong verbal and written communication skills
Strong interpersonal skills: able to work well with a wide range of people
Strong organizational and time management skills
Demonstrate dependability through good attendance and adherence to timelines and schedules
Strong follow through on projects and deliverables
Strong analytical and problem-solving skills
Demonstrate resourcefulness and ability to take initiative in development and completion of projects
Strong sense of customer service
Strong proficiency in computer skills, including Windows Applications, Excel, and Word
Strong sense of team work
Preferred
Previous banking experience in a position providing exposure to deposit and lending areas
Associates or Bachelor's degree in Accounting, Finance or other business related area
Customer service and sales experience
Company
First Bank & Trust Co.
The Mission of First Bank & Trust Co. is to: -Exceed expectations through Service Excellence.
Founded in 1988
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Petersen
Chief Executive Officer / President
Melanie Martin
Executive Vice President & Chief Financial Officer
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