Career Opportunities with FirstBank

Tennessee’s premier community bank, dedicated to meeting our clients’ needs – big and small.

Careers At FirstBank
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FirstBank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Financial Service Representative I

Territory: Jackson, TN


Performs customer services, placing emphasis on deposit opportunities, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customer with queries concerning financial institution services.  Responsible for the development of new business relationships and maintaining existing relationships.  Answers questions on all services provided and recognizes selling and referral opportunities.

Duties and Responsibilities

Service & Sales

Provides a complete range of customer services including identifying accounts that would best meet those needs including:

  • Demand Deposit Accounts
  • Savings Accounts
  • Certificate of Deposit
  • Christmas Club
  • Individual Retirement Account
  • Other products Debit & ATM card, Safe Deposit Box

Opening the new account, explaining available products and services, gathering customer information to process new and existing accounts.

  • Promote good customer relations by ensuring that problems are resolved promptly and efficiently, acting as the customer liaison between other bank departments when necessary. 
  • Ensure confidential treatment of bank and customer information.
  • Answer telephone inquiries as requested.
  • Actively cross-sell bank services, informing customer of new programs or other services.
  • Proactively prospects for new business.
  • Actively refers loan and brokerage services to appropriate specialists.
  • Participates in sales, service and product training meetings.
  • Follows policies and procedures related to retail areas.
  • Represents the bank in community affairs and civic organizations.
  • Performs related duties as assigned by supervisor.

Operations support

  • Provide proficient account opening using Compliance One and Info capture.
  • Establish proper identification of new customers using Risk ID/Qualifie.
  • Assure that all documents necessary to open the account are completed & signed              accurately.
  • Assure that all documents necessary for input to the system are completed correctly for data entry.
  • Make necessary arrangements for direct deposit.
  • Receive deposits and ensure that all accounts are properly processed according to bank policy.
  • Orders checks and forms necessary for the account.
  • Process Certificate of Deposit renewals with supporting documents.
  • Close accounts completing necessary documents.
  • Maintain safe deposit box function opening new accounts, permit customer entry, complete audits of rented/unrented boxes, in accordance with bank policy.
  • Maintain complete knowledge of bank compliance regulations and policies governing all accounts.
  • Review daily overdrafts and work with branch manager to collect/charge-off/close accounts.
  • Maintain disaster contingency deposit account forms.
  • Input, maintain and/or delete ATM & Debit cards within Navigator system.
  • Wire transfers


  • Successful completion of in-house training or other approved training programs.
  • One year banking experience (sales experience particularly in cross-marketing products and services is a plus).
  • Excellent sales, interpersonal and communication skills (including telephone skills in answering and transferring calls as appropriate).
  • Good understanding of financial products and services.
  • Above average computer and keyboard skills.
  • Good organizational skills.

Adherence to Policies and Procedures:

  1. Attendance
  2. Punctuality
  3. Required Training
  4. Dress Code
  5. Safety
  6. Compliance
  7. Confidentiality

Customer Service

  • Display responsiveness to lobby traffic and customer needs and handle all levels of customer service to maximize customer service.
  • Ensure each customer is acknowledged in a friendly and helpful manner.
  • Provide prompt and accurate follow through on all customer inquiries, requests, and complaints.
  • Offer the customer an alternative if unable to satisfy a request.
  • Demonstrate effective interpersonal skills necessary to interact positively with both customers and staff members.

Education and /or Experience

  • High School diploma or general education degree (GED);
  • One plus years related experience and/or training; or equivalent combination of education and experience.

Language Skills

Must have the ability to read and comprehend simple instructions, short correspondence and memos.  The associate should also have the ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Must also have the ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills

To perform this job successfully, and individual should have knowledge of Database software; and Word Processing software.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to hear, speak and sit. This position regularly uses a computer (keyboard/mouse/screen) and telephone. The employee is frequently required to walk and stand for extended periods of time. The employee is regularly required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally bend, lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision (computer work).

Progression Plan

In order for the associate to advance to the next level, the associate must have fully met all job requirements in the above plan.  The associate must demonstrate that they have gained knowledge exceeding their current job description and can perform duties listed in the next level.


All statements are intended to describe the general nature and levels of work assigned to the job and are not intended to be an exhaustive list of all responsibilities, duties and skills required for personnel classified within the category.


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