First Bank · 1 day ago
Financial Services Representative
Wichita Falls, TX, US
Full-time
Onsite
Mid LevelFirst Bank is a locally owned community bank founded in 1907, focused on individual customers and local communities. The Financial Services Representative is responsible for assisting customers with banking needs and recommending bank products to meet their financial requirements.
BankingFinancial Services
Responsibilities
Advise current and prospective customers on bank products and services that are best suited to their needs (e.g. checking and savings accounts, CDs, debit cards, etc.)
Understand and be able to clearly explain the products and services offered by First Bank, including but not limited to:
Checking and savings accounts
Certificates of Deposits (CDs)
Money market accounts
Online banking
Debit cards
Retirement accounts; traditional and Roth IRAs (individual retirement accounts)
Personal loans
Safe-deposit box
Assist customers with managing their bank accounts and finances; refer customers to appropriate bank personnel to meet their financial needs
Build long-term relationships with customers as a foundation to recommend our products and services
Open bank accounts for current and new customers; oversee transactions and close accounts when necessary
Compile information about new accounts, enter account information into computers, and file/scan related forms or other documents
Resolve problems and issues with banking services as they arise
Ability to interpret legal documents (with proper training) and apply to various situations and/or account types
Greet customers as they enter the bank and direct them to the correct area of the bank to conduct their business
Qualification
Required
Proven experience as a financial services representative and/or personal banker is required
Commitment to ethical conduct in all business endeavors
Self-motivated and determined to complete tasks in a timely manner
Tenacious problem-solving skills with a customer-oriented approach
Strong interpersonal communication skills; ability to build rapport within the community
Knowledge of banking practices and regulations is required
High school diploma required
Basic computer skills necessary
Competency in Microsoft Office applications
Good communication skills including speaking clearly and accurately using a pleasant tone and common conversational courtesies
Strong customer service skills
Company
First Bank
First Bank is the personal and business banking.
Founded in 2007
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$35M2025-06-18Post Ipo Debt· $35M
2007-04-02IPO
Leadership Team
Patrick L Ryan
President and Chief Executive Officer
David Lidster
CTO
Recent News
2025-07-22
2025-07-03
2025-01-02
Company data provided by crunchbase