Skip to Content

Financial Specialist 1 Job Description

HomeHome Employment Opportunities Financial Specialist 1 Job Description
Job Overview:

Responsible for acquisition, retention, and expansion of new and existing customer relationships. Provide exceptional customer service by taking ownership of the customer experience from introducing the customer to First Bank of Alabama through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of First Bank of Alabama products and services.

Job Duties and Responsibilities:

• Interviews and profiles of new and existing customers to recommend banking products and services.

• Opens and closes customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.

• Processes complex transactions, such as changing account ownership, living trusts, guardianship accounts, and estate assignments.

• Assists with customers, account for discrepancies, statement problems, and complaints.

• Maintain and update customers' information on the computer system, such as address, phone number, and employment information.

• Ensures confidentiality of customers' account information.

• Partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.

• Assures compliance with all Bank policies and procedures, and all applicable state and federal banking regulations.

• Performs other duties and responsibilities as assigned.


• Must have a minimum of a High School diploma or equivalent.

• 2 + years' experience as a Teller/Customer Service or similar role.

• Extensive background in the bank's operating policies and procedures and banking regulations.

• Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, explain potential solutions and their benefit to the customer.

• Knowledge of and adherence to proper telephone and email etiquette.

• Extremely organized and detail oriented.

• Excellent interpersonal and verbal and written communication skills.

• Must be a team player with ability to prioritize and work on multiple projects.

• Assures compliance with all Bank policies and procedures, and all applicable state and federal banking regulations.

• Proficient in Microsoft Office suite (Word, Excel, and Outlook).

• Confident and at ease in using social media, tablets, smart phones, online tools, and applications.


• Job Knowledge - Understands facets of the job, aware of duties and responsibilities, keep job knowledge current.

• Customer Service - Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.

• Organization Skills - Information organized and accessible, maintains efficient workspace, manages time well.

• Quality - Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.

• Teamwork - Accountable to team, works to meet established deliverables, appreciates view of team members, respectful.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described represent those an employee must meet to perform the essential functions of this job. While performing the duties of this job, the employee will regularly sit, stand, walk, talk, hear, bend, or kneel. Ability to see objects up close or at a distance, use peripheral vision, identify basic colors; Use of hands with ability to reach; ability to lift 20 pounds.


First Bank of Alabama is inclusive and supportive of individual needs and provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Management reserves the right to add to, change and revise this description at any time. The description does not include any marginal functions that are incidental to the essential functions of the position, nor does it imply these are the only tasks to be performed.

Our communities grow with your financial success. Get free online financial training with us.

Get Started