Phone Banking Associate
Description

Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed.

Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. This fulltime position offers competitive pay, time off, benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 list of Best Places to Work in Maine.


Fulltime-In Office Position

Schedule Monday-Friday (40 hours)


Qualifications:

Phone etiquette and Customer service experience preferred

High school diploma or equivalent

Computer experience preferred

Banking experience desirable


Functions:

Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook and a professional manner while maintaining confidentiality.


Duties:

  • Provide world class customer service focused on customer retention, sales and service while answering all inquiries, promoting, and selling products and services and resolving customer problems. 
  • Handle inbound/outbound customer contacts – via phone, Banno conversations/secure messaging, and email.
  • Accurately process requests, using computerized systems following bank policies for identification of customers, tracking, gathering information and trouble shooting.
  • Provide deposit and loan information regarding the structure and design of bank products including features/benefits, rates, terms, payment applications, balances, and statements.
  • Maintain a basic understanding of loan, investments, and merchant products in order to refer customers to appropriate bank personnel to help meet referral goals.
  • Complete Argo-Harland Clarke check order/Re-order, Argo- address change/CIF maintenance.
  • Cross-sell bank products over the phone to incoming callers.
  • Be familiar with electronic services products.
  • Exhibit an understanding of common scam and fraud situations and know how to report internally. 
  • Investigate and correct errors reported by customers, work with management to report unusual account activity. 
  • Perform additional duties, but not limited to debit card maintenance, stop payments, password resets, travel notes, check orders, disputes, etc.