Job Description

Description

Position Summary

The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank’s needs discovery process.

Essential Duties & Responsibilities:

  • Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
  • Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
  • Support Financial Center Manager operations performing Teller or Te...
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