Job Description

How will this role impact First Command? At First Command, our mission is coaching those who serve in pursuit of financial security. Our strategy is to deliver face‑to‑face coaching at every stage of your life. We do that by building lasting bonds, standing with you through all of life’s changes, partnering with you so that you can enjoy lifelong financial security and we are committed to making a difference in the military community. First Command’s military‑focused hiring strategy dates back to the company’s founding in 1958. We are proud to rank among the nation’s top employers of military vets and spouses – offering rewarding financial services careers for those who serve. The Personal Banking Associate is a first line service position responsible for delivering personalized service to our clients and advisors across the globe. The primary responsibility of this role is to handle inbound calls, emails, and secure messages in a fast‑paced environment while delivering a world‑class experience. In this role, you will be required to make real‑time decisions based on a thorough knowledge of all bank products, tools, services, and processes. What will the employee do in this role? Member of First Command Bank’s multi‑channel contact center supporting: New and existing client and advisor accounts Mobile & online banking support Loan servicing Transaction assistance Bill pay Paperless enrollment Credit and debit card services Deposit account maintenance Cross‑sell consumer banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system Proactively manage risk in every business, product, and service transaction leveraging available tools What skills/qualifications do you need? Education High school diploma or equivalent required Work Experience Minimum 3‑5 years bank contact center experience and/or bank operations in a highly complex environment preferred 3+ years’ experience working with digital products, including mobile, online and e‑commerce preferred 2+ years’ experience working with Jack Henry Silverlake core preferred Required Knowledge, Skills, and Abilities Must possess discernment in being able to apply bank policy and regulations in all situations Must demonstrate a history of: Effective communication Critical thinking Problem solving Emotional intelligence Intellectual curiosity Interpersonal skills 3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third‑party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. #J-18808-Ljbffr

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