Qureos Mentor

FirstBank

FirstBank is a local community bank that focuses on providing personalized banking services to help customers achieve their financial goals. With a commitment to authentic local banking, FirstBank offers a range of personal and business banking products, including checking and savings accounts, loans, and mortgage services. Established in 1906 and headquartered in Tennessee, the bank has grown to include 90 full-service branches and is recognized for its customer satisfaction and workplace culture.

<div>Position Summary
The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank&rsquo;s needs discovery process.
Essential Duties &amp; Responsibilities:<ul><li>
Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.</li><li>
Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.</li><li>
Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.</li><li>
Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.</li><li>
Model consistent, distinctive service to all customers when delivering the FirstBank service experience.</li><li>
Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.</li><li>
Regular and reliable attendance.</li><li>
Perform other duties as assigned.</li></ul>
Qualifications:
Education<ul><li>
High school diploma or the equivalent required</li></ul>
Experience<ul><li>
Minimum of one year, with specific bank experience preferred</li></ul>
Certifications and Licenses<ul><li>
Notary preferred</li></ul></div>

Universal Banker

<div>Position Summary
The Teller serves as a first point of contact for customers by providing FirstBank service excellence, processing transactions in accordance with bank policies and procedures, assisting with customer inquiries, and recognizing/referring cross-sell opportunities as appropriate.
Essential Duties and Responsibilities:<ul><li>
Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.</li><li>
Maintain daily operational standards, including but not limited to cash drawer security, daily balance of cash drawer, item capture procedures, counterfeit currency identification, count and roll coins, balance ATM, adequate supplies in teller station, etc.</li><li>
Demonstrate knowledge of available products and services, and educate customers, as appropriate, on emerging bank technology and digital solutions such as mobile, online, ATM and other offerings.</li><li>
Recognize customer needs and refer customers to appropriate bank partner(s) for crosssell or service opportunities.</li><li>
Protect the bank from unnecessary risk or exposure by being familiar with bank procedures and confidentiality guidelines, including but not limited to currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, etc.</li><li>
Provide consistent, distinctive service to all customers when delivering the FirstBank service experience.</li><li>
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures and risk management policies; adhere to security protocols for robbery, fraud, opening/closing process, cash controls, teller procedures, etc.</li><li>
Regular and reliable attendance.</li><li>
Perform other duties as assigned.</li></ul>
Additional Information:<ul><li>
Position serves both internal co-workers and external customers.</li><li>
Access to and/or work with sensitive and/or confidential information.</li><li>
Exhibit a foundational understanding of banking industry regulatory compliance including FirstBank-specific policies and procedures, applying knowledge and best practices as appropriate.</li></ul>
Qualifications:<ul><li>
Basic computer and math skills required</li></ul>
Education<ul><li>
High school diploma or the equivalent required</li></ul>
Experience<ul><li>
Less than two years</li></ul>
Certifications and Licenses<ul><li>
Must be bonded within first six months of employment.</li></ul></div>

Teller

<div>FirstBank is seeking an experienced Executive Assistant to join our team for a short-term assignment lasting approximately 6&ndash;8 months.
In this role, you'll provide day-to-day support that keeps our leadership running smoothly. This is an on-site position, requiring daily attendance at our corporate office in downtown Nashville, TN from the hours of 8a - 5p, with occasional evening hours based on business events.
<div><div>Serve as a trusted partner to our COO/CFO and Executive team, providing thoughtful and dependable support. Responsibilities include, but are not limited to:<div>
Executive Communication: Draft executive announcements and internal communications, including recurring recognition messages such as birthday and work anniversary notes across the organization.
Board Support: Assist with the coordination of quarterly in-person board meetings, including room setup, catering, and day-of logistics to ensure each meeting runs smoothly.
Investor Relations Support: Track and coordinate investor conference participation end to end&mdash;managing registrations, one-on-one sign-ups, travel and hotel arrangements, and meeting book preparation and printing.
Quarterly Reporting Support: Support earnings and board meeting preparation by scheduling calls with investors and analysts, compiling and reviewing board materials, and maintaining awareness of the quarterly cadence to protect adequate preparation time.
Calendar &amp; Liaison Support: Manage executive calendars and serve as a friendly, reliable point of contact for direct reports.
Travel Coordination: Arrange travel, accommodations, and itineraries with care, handling all related details so everything runs seamlessly.
Meeting Preparation: Prepare reports, presentations, and materials, and keep files and records well organized so meetings feel effortless.
Welcoming Visitors: Greet and assist executive visitors with warmth, making everyone feel comfortable and valued.
Event &amp; Meeting Support: Help bring events and meetings to life&mdash;reserving space, setting up conference rooms and audio/visual needs, and coordinating business meals.
Facilities Support: Assist with facilities management, including working with vendors, ordering supplies, and processing invoices.
Expense Management: Prepare and maintain executive expense reports and supporting documentation with accuracy and attention to detail.
Onboarding Support: Help welcome and onboard new department associates, ensuring a smooth and positive transition.
Team &amp; Community Engagement: Contribute to department and company events, meetings, team-building activities, and special projects that bring people together.
Professional Standards: Model reliability in attendance, punctuality, training, dress code, safety, compliance, and confidentiality.
Education and/or Experience<ul><li>
Bachelor&rsquo;s degree preferred but not required</li><li>
Three to five years&rsquo; prior experience in mid-to senior-level administration, business, management, or related field</li><li>
Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)</li></ul>
 Skills and Abilities<ul><li>
Comfortable in a fast-paced environment with multiple responsibilities, tasks and projects
</li><li>Able to organize and manage large amounts of files, schedules, information, and projects</li><li>
Self-directed and able to work without supervision</li><li>
Energetic and eager to tackle new projects and ideas</li><li>
Excellent written and verbal communication skills</li><li>
Able to concentrate on multiple problems/tasks at once</li><li>
Proactive approach to problem-solving with strong decision-making skills</li><li>
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.</li><li>
Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
</li><li>Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.</li></ul></div></div></div></div>

Executive Assistant (Temporary)

<div>CUSTOMER SERVICE &amp; SALES REPRESENTATIVE
FIRSTLINE CALL CENTER
FIRSTBANK PR
Our Company
At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client&rsquo;s expectations.
Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you. 
A Brief Overview
The Customer Service &amp; Sales Representative answers telephone calls to respond to customer inquiries or perform sales activities. Projects a professional image through phone interaction, demonstrating deep knowledge of products, services, systems and procedures of the bank. The incumbent is required to work on a flexible schedule and understand that he/she will be assigned to work on weekdays, nights, holidays and weekends. 
What You&rsquo;ll Need to Succeed<ul><li>
Answers telephone calls, responds and registers customer requests, claims and complaints on applicable systems as per department policies and procedures.</li><li>
Keeps up to date on all products, services and applicable regulations.</li><li>
Builds customer&rsquo;s interest in the services and products offered by the bank.</li><li>
Sell and provide orientation of bank products to new and existing customers and promotes incremental sales through cross sells initiative.</li><li>
Provides personalized high level customer service.</li><li>
Provides customer satisfaction to both internal and external customers and strives to continuously improve service delivery.</li><li>
Recognizes, documents, and alerts the supervisor of trends in customer calls volumes.</li><li>
Responsible of preventing and identifying possible red flags indicators and security fraud codes.</li><li>
Manages customers interactions or other channels such as: voicemail, email and chat.</li><li>
Meet monthly targets to achieve individual and departmental goals.</li></ul><ul><li> Other duties as assigned.</li></ul>
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.<ul><li> Bank-Wide products knowledge</li><li> Team work orientation</li><li> Call Center management knowledge</li><li> Client service</li><li> Sales skills and techniques</li><li> Advanced communication skills: Write, speak English and Spanish</li><li> Good keyboard skills (min. 30 wpm)</li><li> Telephone etiquette knowledge</li><li> Language: good to excellent verbal and written skills in both English and Spanish; fully bilingual</li></ul> 
What You&rsquo;ll Need:<ul><li> Technical course or Associate Degree, preferable in Business Administration</li><li> One to two years of experience on Customer Service or Sales Marketing</li><li> Experience and/or knowledge in banking products and services</li><li> Exceptional skills in keyboard (type 30 wpm) and operating computer systems</li><li> Knowledge of telephone etiquette</li><li> Experience in customer service to adept in using search tools, browsers, e-mail features, tracking features and familiarity of CRM solutions</li><li> Strong sense of responsibility, punctuality, high level of motivation, good interpersonal skills. Superior bilingual communication skills, both oral and written</li><li> Basic arithmetic skills required</li><li> Must be flexible to work 24 x 7 shifts, including nights and weekend</li><li> Full Bilingual (Preferred)</li></ul> 
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure. 
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER</div>

CUSTOMER SERVICE & SALES REPRESENTATIVE - FIRSTLINE CALL CENTER - FIRSTBANKPR

Join FirstBank and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

FirstBank

About Company

Universal Banker

Teller

Executive Assistant (Temporary)

CUSTOMER SERVICE & SALES REPRESENTATIVE - FIRSTLINE CALL CENTER - FIRSTBANKPR