What are the responsibilities and job description for the Universal Banker - Twin Oaks position at First Bank?
Position Details.
About This Role
In this role, you will create and deliver a positive customer experience while conducting financial transactions. You must have a positive attitude, be a team player, and actively listen to clients' financial needs to refer them to the appropriate bank product or representative. Additionally, you must adapt well to the changing workplace environment, handle customer service complaints, maintain the security of customer information, prioritize items of significance, and manage your assigned cash drawer responsibly.
In this Role You Will
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.
About This Role
In this role, you will create and deliver a positive customer experience while conducting financial transactions. You must have a positive attitude, be a team player, and actively listen to clients' financial needs to refer them to the appropriate bank product or representative. Additionally, you must adapt well to the changing workplace environment, handle customer service complaints, maintain the security of customer information, prioritize items of significance, and manage your assigned cash drawer responsibly.
In this Role You Will
- Client Experience: Deliver a unique client experience aimed at improving client financial well-being and creating loyalty while increasing share of wallet. Process a variety of client interactions, educate clients on alternatives available for their financial interactions, and identify banking opportunities during client interactions, referring as appropriate.
- Referrals: Identify opportunities through meaningful conversations with clients and make appropriate referrals to branch staff or other partners.
- Lobby Engagement: Perform lobby engagement activities to connect with clients and position First Bank products to meet their needs. Educate clients on options for managing financial transactions by leveraging technology, tools, and resources.
- Product and Procedural Knowledge: Apply product and procedural knowledge to address client requests.
- Operational Compliance: Adhere to all policies and procedures, demonstrate sound judgment within established limits, and ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
- Other Duties: Perform other duties as assigned.
- Education: High school diploma or GED is required.
- Experience: At least one year of relevant work experience preferred; prior banking experience is strongly preferred.
- Accuracy and Attention to Detail: Ability to process information and transactions with high levels of accuracy.
- Addressing Client Needs: Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
- Digital Awareness: Shares, shows, and supports clients on a variety of technological digital and online tools and resources, allowing them to explore solutions to achieve their financial goals and well-being.
- Effective Communications: Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
- Critical Thinking: Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
- Managing Multiple Priorities: Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
- Problem Solving: Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.