Financial Service Representative

1 week ago


Marianna, Florida, United States First Federal Bank Full time

At First Federal Bank, we are seeking a skilled and experienced Financial Center Specialist II to join our team. As a key member of our financial services group, you will play a critical role in providing exceptional customer service and driving business growth.

About the Role:

This is a unique opportunity for a motivated and results-driven professional to work with various banking systems, develop strong relationships with customers, and contribute to the success of our organization.

About You:

We are looking for an individual who possesses excellent communication skills, attention to detail, and the ability to multitask effectively. Previous customer service experience and knowledge of computer equipment, including multiple screens and banking systems, are highly desirable.

Responsibilities:

  • Open accounts, process consumer loans, and refer customers to other appropriate staff when needed.
  • Capture customer life events, pains, dreams, and goals while continually updating customer profiles as new information is learned.
  • Follow-up with new and existing customers and proactively manage customer relationships.
  • Be prepared before calling or meeting with a customer utilizing tools provided.
  • Conduct a minimum number of outreach calls assigned by manager.
  • Speak to small or large groups whether inside or outside the organization.
  • Duties may vary due to location and this list may not be all inclusive.
  • Market/sell bank products and services.
  • Stay informed of business practices, trends, and information affecting industries, remain mindful of competition and aware of current strategies and tactics in the marketplace.
  • Make recommendations for improvements in products and services.
  • Develop and nurture positive relationships with internal and external customers, building mutual trust and respect while acting with the customer in mind.
  • Organize resources (people, material, support) to get things done; arranges information and files in a useful manner.
  • Determine what will benefit or delay accomplishing a goal.
  • Redirect customers to other service areas to eliminate delays, increase service level, and customer service experience for all customers.
  • Provide support to NW region offices.
  • Provides the best service to our customers with innovative and creative solutions.

Requirements:

  • High School Diploma, preferred certification or higher secondary degree in a similar or related field of study.
  • Previous customer service experience.
  • Extended hours sitting and performing computer tasks may be required.
  • Desire and passion to keep growing personally and professionally.
  • Attention to detail and uses time effectively and efficiently.
  • Enjoys working hard; is action-oriented with a positive and innovative attitude.
  • Possesses the willingness and ability to embrace change.
  • Picks up on technical things quickly and can learn new skills and knowledge.
  • Cool under pressure; can handle high levels of stress and possesses the ability to not show frustration.
  • Ability to orchestrate multiple activities at once and can cope with change and shift gears easily.
  • Strong communication skills.
  • Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying, and Microsoft applications including word, excel, power point, outlook, and accessories.
  • Once employed, must be able to obtain an NMLS # with First Federal Bank (FFB) assistance and maintain their NMLS # in an active status for the duration of employment with FFB.

Salary Range: $45,000 - $65,000 per year, based on experience.

Benefits: Comprehensive benefits package, including medical, dental, vision, and 401(k) matching.



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