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Financial Center Specialist I
Financial Center Specialist IFirst Federal Bank • Lake City, FL, United States
Financial Center Specialist I

Financial Center Specialist I

First Federal Bank • Lake City, FL, United States
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Core values speak to the heart of an organization and are the essence of a company’s identity. Everything we do is centered around our community , customer service , our stability , and being trustworthy . These values support our mission and vision, shape our culture, and provide a foundation for the future.

Offering a dynamic benefit package that includes but is not limited to :

  • Four Medical Plan Offerings to choose from
  • Employer HSA Contributions (Coverage / Plan exclusions)
  • Employer Provided Life Insurance Policy
  • Annual Health Incentive
  • Annual Wellness Reimbursement
  • Tuition Reimbursement program
  • Generous Match 401k Retirement Plan
  • Paid Sick Leave
  • Paid Vacation Leave
  • 11 Paid Holidays based on the Federal Reserve Calendar

If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.

ESSENTIAL FUNCTIONS :

  • 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.
  • Extended hours sitting and performing computer tasks may be required.
  • Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.
  • 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 / DISABILITY

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    Financial Specialist • Lake City, FL, United States