Financial Services Representative
First National Bank of America is seeking a proactive and adaptable Financial Services Representative to join the East Lansing Branch team. This role is the starting point of every great customer relationship at our branch. The Financial Services Representative blends the precision of teller operations with the interpersonal skills of a banker, giving hands-on experience across two of the most important functions in branch banking. It is the ideal entry point for someone who is service-oriented, detail-driven, and ready to build a career in financial services. From day one, this role helps build the skills needed to advance into the Personal Banker track and beyond.
Responsibilities:
- Process customer transactions accurately and efficiently — including deposits, withdrawals, transfers, loan payments, and cash handling — while balancing daily activity to operational standards.
- Deliver a welcoming, professional experience to every customer who visits the branch, resolving routine inquiries with confidence and care.
- Identify basic customer financial needs through everyday interactions and refer customers to the appropriate banking products, services, or team members.
- Educate customers on digital banking tools and self-service options to improve their convenience and long-term banking experience.
- Support branch sales activity through referrals, appointment setting, and participation in outbound calling efforts.
- Maintain strict compliance with all operational, security, risk, and regulatory policies in every transaction and customer interaction.
What We Are Looking For:
- A positive, customer-first attitude with strong communication and interpersonal skills.
- High attention to detail and comfort working accurately with cash and financial transactions.
- Eagerness to learn both the operational and relationship sides of branch banking.
- Reliability, professionalism, and a team-oriented work ethic.
- Prior cash handling, customer service, or retail experience is a plus but not required.
Career Path:
This role is designed as the entry point into our branch banking career ladder. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role as they develop their sales, service, and relationship management skills.
Employee benefits
- Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
- Dental – Premiums as low as $0.00
- Vision – Low premium Plan
- Discounted childcare
- Pet Insurance
- Paid Time Off (PTO)
- 401k with employer match
At First National Bank of America, we are looking for exceptional individuals with a "servant's heart" or a natural humility that recognizes the importance of prioritizing others' needs. We celebrate and acknowledge efforts that exceed expectations, whether it's delivering added value to customers or supporting colleagues. Just as interest compounds over time, the little things we do can make a substantial difference.
First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.
Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.
First National Bank of America uses E-Verify to confirm employment eligibility as per E-Verify guidelines.
First National Bank of America is an Equal Opportunity Employer.
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