Customer Engagement Representative

2 weeks ago


Beloit, Wisconsin, United States Bankatfirstnational Full time

Position Title: Full-Time Client Support Specialist

Job Category: Retail

Requisition Number: CUSTO001510

Overview:

This role is integral to our customer service team and reports directly to the Retail Branch Manager.

Essential Qualifications:

  • High school diploma or equivalent
  • At least one year of experience in retail banking sales and customer service
  • Preferred: One year of experience with First National Bank and Trust
  • Exceptional customer service abilities
  • Strong interpersonal, verbal, and written communication skills
  • Basic mathematical skills and proficiency
  • Understanding of banking accounting principles
  • Ability to learn and adapt to new technologies
  • Familiarity with general banking products and services

Key Responsibilities:

  • Complete ongoing training for Personal Banker 1 (excluding loans)
  • Complete ongoing Teller 1 training
  • Execute teller transactions and establish deposit accounts
  • Support the bank's initiatives and sales strategies
  • Adhere to established bank policies, procedures, and regulations
  • Maintain confidentiality of customer information
  • Ensure accuracy and quality in branch operations
  • Identify and act on opportunities to meet sales and service objectives
  • Become proficient with job-related systems and equipment
  • Contribute to the upkeep and appearance of the branch
  • Engage in available training opportunities
  • Understand and comply with the bank's mission and policies
  • Support community development efforts through participation in events
  • Perform additional duties as assigned

Qualifications:

Skills:

Behaviors:

Motivations:

Education:

Experience:

Licenses & Certifications:



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