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Financial Services Associate

2 months ago

Sandusky, Ohio, United States First National Bank Full time
Job Description

At First National Bank, we are committed to providing exceptional customer service and building long-lasting relationships with our clients. As a Customer Service Representative, you will play a vital role in achieving this goal.

Key Responsibilities:

  • Provide outstanding customer service to all clients, ensuring a welcoming and professional experience.
  • Process financial transactions accurately and efficiently, maintaining a high level of attention to detail.
  • Act as a resource to identify and resolve client servicing issues, providing solutions and follow-up as needed.
  • Build strong relationships with clients, understanding their financial goals and objectives.
  • Assist clients in achieving their financial goals, referring them to wealth management and business partners as necessary.
  • Address client issues or concerns, engaging branch management when needed to provide full solutions.
  • Coordinate time between managers, business partners, and clients for business meetings as necessary.
  • Engage the Branch Manager when faced with complex client account issues.
  • Answer the phone professionally, promptly, and pleasantly.
  • Perform other duties as assigned.

Risk Management:

  • Ensure compliance with security and audit procedures.
  • Adhere to all applicable policies and procedures.

Additional Responsibilities:

  • Participate in team meetings and daily huddles.
  • Understand goals and objectives for the branch.
  • Review and maintain knowledge of product guides, fees, and policies to stay current on FNB offerings.
  • Provide answers and assistance for client questions and concerns, utilizing resources within the branch.

Requirements:

  • Have great attention to detail, effective communication, problem-solving, and excellent customer service skills.
  • Have 1-2 years of financial services experience or related sales or customer service experience.
  • Be available to work 2-3 Saturdays a month and have open availability Monday through Friday and Saturdays.
  • Be able to pass a background check and have a good credit record.

Physical Requirements:

  • This position requires a high degree of mobility.
  • Prolonged standing (5-8 hours per day), frequent use of hands and upper body to manipulate/grasp objects/branch equipment.
  • Ability to communicate face-to-face and on the phone with clients.
  • Occasional bending and lifting from floor height (vault, ATM, etc.).
  • Frequent forward reach, frequent lifting of 1-30 lbs., occasional lifting of up to 50 lbs.

Benefits:

  • First National Bank offers benefits depending on your employment status.
  • Our part-time employee benefits include: 401(k) with company match, paid holidays, PTO, and EAP.

Wages:

  • Wages start at $15.00 per hour with a $2.00/hour shift premium for Saturdays.