Retail Banking Service Representative

1 week ago


Beloit, Wisconsin, United States Bankatfirstnational Full time

Position Title: Full-Time Client Service Associate

Job Category: Retail

Job Details:

Overview:

This role is essential in providing exceptional service to our clients, ensuring their banking needs are met with professionalism and care.

Reporting Structure:

This position reports directly to the Retail Branch Manager.

Minimum 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.
  • Outstanding customer service abilities.
  • Strong interpersonal and communication skills, both verbal and written.
  • Basic mathematical skills and proficiency.
  • Understanding of banking accounting principles.
  • Aptitude for learning and utilizing new technologies.
  • Familiarity with general banking products and services.

Key Responsibilities:

  • Complete ongoing training for Personal Banker 1 (excluding loan services).
  • Engage in Teller 1 training.
  • Execute teller transactions and assist in opening deposit accounts.
  • Support bank-wide initiatives and sales strategies that foster relationship building and needs-based selling.
  • Adhere to established bank policies, procedures, and regulations.
  • Maintain confidentiality of customer information.
  • Promote 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 overall upkeep and appearance of the branch.
  • Participate in training opportunities for professional development.
  • Support the mission and policies of the bank, including compliance with security measures and standards of conduct.
  • Engage in community development efforts and participate in bank-hosted events.
  • Perform additional duties as assigned.

Qualifications:

Skills: Excellent customer service, communication, and mathematical skills.

Education: High school diploma or equivalent required.

Experience: Minimum of one year in retail banking preferred.

Licenses & Certifications: None required.



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