BankFirst Financial Services

Representative

• Promote, sell, and refine Treasury Management products
• Use needs-based approach to understand customer needs and provide value through solutions
• Perform sales functions related to treasury services including merchant services and remote deposit capture
• Serve as point of contact for business customers seeking treasury management products
• Complete aspects of new business product sales focusing on customer service
• Maintain a sales pipeline independently and with sales officers
• Collaborate in developing and marketing new business products and services
• Assist with proposals and customer agreements
• Coordinate or assist customer onboarding of new business services
• Seek cross-sell opportunities with BankFirst products

Treasury Management Representative

Call Center Representative

• To provide both internal and external assistance and excellent service to customers and employees through a Call Center Environment.
• Provide technical assistance and support for incoming calls and issues related to computer systems, software, and hardware to other bank employees (customers).
• Perform remote troubleshooting and determine the best solution based on the issue and details provided by customers.
• Update internal training documentation, as needed.
• Ask questions to determine the nature of the problem.
• Assist customers with Online Banking, Debit Cards, Credit Cards, and other account related questions.
• Position requires a mix of technical and customer service skills.
• Must be able to communicate effectively to understand the problem and explain its solution.
• Must portray a friendly and positive attitude during phone conversations.
• Other duties as may be assigned by other IT department managers.