BASIC PURPOSE

A front-line employee who explains account products and services to prospective customers and assists them in completing the necessary documents to open new accounts. Assist current customers with inquiries and problems. Participates in the sales culture of the institution. Expected to make referrals and cross-sell products/services appropriate to the customers’ needs. Other duties may be assigned.

PRINCIPLE ACCOUNTABILITIES

1. Interview prospective customers to obtain information for opening new accounts: checking, savings, Christmas Clubs, CD’s, IRA’s, Safe Deposit Boxes.
2. Answers customer questions and explain all bank retail products and services.
3. Compile information about new accounts, enter account information into computers, and file related forms and other documents.
4. Inform customers of procedures for applying for services such as debit cards, direct deposit of checks, certificates of deposit, wires, ordering foreign currency, ordering checks, Clickswitch, instant issue debit cards, official checks, credit card applications.
5. Identify customers’ needs and propose the appropriate products and/or services.
6. Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.
7. Be knowledgeable and proficient in the use of all online services and promote those services to customers.
8. Assist current customers with inquiries and problems if necessary.
9. Meet or exceed all “BankFirst Telephone, Voicemail/Email, and Service Standards”.

EDUCATION, EXPERIENCE, SKILLS

• Must have good computer skills, specifically Excel, Word, Adobe Sign.
• Previous banking experience a must.
• Should be detail oriented and be able to multi-task.
• Have excellent communications skills, written and verbal.
• Should be sales oriented and have excellent product knowledge.

BankFirst is an EO employer- M/F/Veteran/Disability