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Banking Associate

2 months ago

Jackson, Mississippi, United States FirstBank Full time

Job Summary

The Customer Service Representative serves as a first point of contact for customers by providing exceptional service, processing transactions in accordance with bank policies and procedures, assisting with customer inquiries, and recognizing/referring cross-sell opportunities as appropriate.

Key Responsibilities

  • Assist customers with transactional needs according to established guidelines, brand model, and service standards, including answering basic customer inquiries regarding account balances, transaction history, service charges, interest rates, etc.
  • Maintain daily operational standards, including but not limited to cash drawer security, daily balance of cash drawer, item capture procedures, counterfeit currency identification, count and roll coins, balance ATM, adequate supplies in teller station, etc.
  • Demonstrate knowledge of available products and services, and educate customers, as appropriate, on emerging bank technology and digital solutions such as mobile, online, ATM, and other offerings.
  • Recognize customer needs and refer customers to appropriate bank partner(s) for cross-sell or service opportunities.
  • Protect the bank from unnecessary risk or exposure by being familiar with bank procedures and confidentiality guidelines, including but not limited to currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, etc.
  • Provide consistent, distinctive service to all customers when delivering the FirstBank service experience.
  • Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols for robbery, fraud, opening/closing process, cash controls, teller procedures, etc.
  • Regular and reliable attendance.
  • Perform other duties as assigned.

Additional Requirements

  • Position serves both internal co-workers and external customers.
  • Access to and/or work with sensitive and/or confidential information.

Qualifications

  • Basic computer and math skills required

Education

  • High school diploma or the equivalent required

Experience

  • Less than two years

Certifications and Licenses

  • Must be bonded within first six months of employment.