Financial Center Specialist II

ESSENTIAL FUNCTIONS:

• 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.

• Speak to small or large groups whether inside or outside the organization.

• Duties may vary due to location and this list may not be all inclusive.

• Market/sell bank products and services.

• Stay informed of business practices, trends, and information affecting industries, remain mindful of competition and aware of current strategies and tactics in the marketplace.

• Make recommendations for improvements in products and services.

• Develop and nurture positive relationships with internal and external customers, building mutual trust and respect while acting with the customer in mind.

• Organize resources (people, material, support) to get things done; arranges information and files in a useful manner.

• Determine what will benefit or delay accomplishing a goal.

• Redirect customers to other service areas to eliminate delays, increase service level and customer service experience for all customers.

• Provide support to NW region offices.

• Provides the best service to our customers with innovative and creative solutions.

MINIMUM QUALIFICATIONS:

• High School Diploma, preferred certification or higher secondary degree in a similar or related field of study

• Previous customer service experience

• Extended hours sitting and performing computer tasks may be required

• Desire and passion to keep growing personally and professionally.

• Attention to detail and uses time effectively and efficiently.

• 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.

• Ability to orchestrate multiple activities at once and can cope with change and shift gears easily.

• Strong communication skills.

• 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.

Once employed, must be able to obtain an NMLS # with First Federal Bank (FFB) assistance and maintain their NMLS # in an active status for the duration of employment with FFB

401k, Dental Insurance, Life Insurance, Medical Insurance, Vision