Financial Center Specialist I

3 months ago

Live Oak, United States First Federal Bank Full time

TEAM MEMBER SKILLS & ABILITIES

Desire and passion to keep growing personally and professionally. Attention to detail and uses time effectively and efficiently. Seizes opportunities to make recommendations for improvements in products and services.  Acts with customers in mind. Develops and nurtures positive relationships with internal and external customers; building mutual trust and respect. 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. Quickly determines what will help or hinder accomplishing a goal. Possesses the ability to redirect customers to other service areas to eliminate roadblocks and increase service level and customer service experience for all customers.

TEAM MEMBER RESPONSIBILITIES

Open accounts, process consumer loans & refer customers to other appropriate staff when needed. Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in 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. Strong communication skills including speaking to small or large groups whether inside or outside the organization. Authorized to waive bank charges when merited. Duties may vary due to location and this list may not be all-inclusive. 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. Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace. Provides the best service to our customers with innovative and creative solutions.

PREFERRED EDUCATION AND EXPERIENCE

High School Diploma Experience in customer service, preferably for a financial institution Extended hours sitting and performing computer tasks may be required

Bilingual candidates encouraged to apply.

Equal Opportunity Employer / Vet / Disablity

E-Verify Employer

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