Job Description

Job Summary:

Provide complete customer services including but not limited to opening accounts , selling bank services and products, and gathering information needed to efficiently process new and existing accounts. Identify and refer candidates for other bank services. Provide help in the teller area when is needed and handle the essential teller functions.

Essential Functions:

• Ensure the branch production goals are met.
• Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes .
• Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
• Provide Treasury and Lending specialists with qualified referrals for cross-sell.
• Conduct sales initiatives through adequate procedures.
• Ensure effective customer retention and growth through ongoing sales and servicing initiatives.
• Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
• Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
• Prepare documents and assist customers in the signing of documents to process accounts.
• Input information to create account data file of new accounts.
• Perform any maintenance changes on existing customer’s account, such changes of address, title, or rate changes.
• Promote and answer questions regarding the various lending products the bank offers.
• Resolve customer problems and complaints in accordance with FirstBank Florida excellent service policy.
• Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
• Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
• Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers Systems.
• Responsible for working supplies and ordering new accounts starter kits, if necessary.
• Maintenance of all logs.
• Make sure corresponding reports are completely on a timely manner.
• Assist customers on overdraft and delinquent loans .
• Perform all other related position function.
• Serve as teller backup as needed.

Competencies:

Customer focus

Building strong relations

Communication

Business acumen

Problem analysis & solution

Ownership

Vision & values

Collaboration & teamwork

Education and Experience:

“Employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.”

3 years banking experience or in a similar job is required or equivalent combination of education and experience

1 year of related Personal Banker functions/Teller experience and/or 2 years of cash handling.

Bilingual English and Spanish (speak, read and write)

Good mathematical and communications skills

A formal training in banking products and/or processing new accounts

Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department

Strong knowledge of Microsoft Office

Other Duties Disclaimer:

Please note this position profile is not designed to cover or include a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

First Bank Florida is a proud to be an Equal Employment Opportunity Employer and takes affirmative action to employ Women, Protected Veterans, People with Disabilities and Minorities regardless of gender identity, sexual orientation, and any other legally protected status.

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