Jobs · Finance · Pennsylvania

Universal Banker II - Krewstown

Firstrust Bank · Philadelphia, PA · 1 wk ago
FinanceFull-time

Duties and Responsibilities

  • Greet customers with a warm and friendly smile, creating a welcoming atmosphere.
  • Provide service to customers in a timely and professional manner.
  • Process transactions efficiently and accurately, such as deposits, withdrawals, loan payments, and account inquiries.
  • Handle large sums of cash and maintain assigned limits; cash settlement.
  • Supervise responsibilities in support of branch leadership and goals.
  • Educate customers on our wide range of banking products and services.
  • Identify opportunities to cross-sell bank products and services.
  • Stay up to date with industry trends and product knowledge.
  • Collaborate with team members and other departments.
  • Attend quarterly Job Family meetings in corporate headquarters.
  • Adhere to banking regulations and compliance standards.
  • Embrace a culture of continuous improvement.
  • Proactively resolve all customer issues.
  • Build relationships and sell consumer credit products with an NMLS license.
  • Reports on teller differences daily.
  • Assists in the development of new business for Firstrust.
  • Is alert to expressed customer/prospect needs to suggest appropriate services.
  • Directs customers to appropriate person to establish business relationships.
  • Performs other responsibilities as requested by branch management.

Qualifications

  • High School diploma or equivalent.
  • Minimum of two years of face-to-face customer service experience, preferably in a banking or retail environment with cash handling experience.
  • PC Literacy.
  • Experience with Sales force or comparable Customer Relationship Management system a plus.
  • Ability to navigate multiple software applications.
  • NMLS or Notary a plus.
  • Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
  • Knowledge of banking regulations and compliance standards preferred.
  • Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity.
  • Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
  • Detail-oriented with excellent organizational and multitasking abilities.
  • Excellent judgment, decision, and problem-solving skills.
  • Able to maintain confidentiality, use tact and diplomacy.
  • Able to adapt to changing priorities and work effectively in a fast-paced environment.
  • Positive attitude, with a genuine passion for helping others and providing exceptional customer service.
  • Commitment to personal and professional growth, with a desire to learn and develop new skills.
  • Professional demeanor and appearance, reflecting our bank's commitment to excellence.

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