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Banking Operations Associate

2 months ago


Live Oak, United States First Federal Bank Full time

About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Center Specialist at First Federal Bank. As a key member of our team, you will be responsible for providing exceptional customer service and support to our customers.

Key Responsibilities

  • Open and manage customer accounts, process consumer loans, and refer customers to other staff members as needed.
  • Capture and update customer information, including life events, pains, dreams, and goals.
  • Follow up with new and existing customers to proactively manage relationships and provide excellent customer service.
  • Utilize tools and resources to prepare for customer interactions and conduct outreach calls as assigned by management.
  • Develop and maintain strong communication skills to effectively interact with customers and colleagues.
  • Exercise authority to waive bank charges when warranted.
  • Perform duties as required by location and maintain a working knowledge of computer equipment and banking systems.
  • Stay up-to-date on bank products, services, business practices, trends, and industry information to provide innovative solutions to customers.

Requirements

  • High School Diploma or equivalent required.
  • Experience in customer service, preferably in a financial institution.
  • Ability to work extended hours, sitting, and performing computer tasks.

Preferred Qualifications

  • Bilingual candidates are encouraged to apply.
  • First Federal Bank is an Equal Opportunity Employer and welcomes applications from diverse candidates.