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First Command Financial Services, Inc.

Personal Banking Associate

First Command Financial Services, Inc., Fort Worth, Texas, United States, 76102

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Personal Banking Associate

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First Command Financial Services, Inc.

How will this role impact First Command? At First Command, our mission is coaching those who serve in pursuit of financial security. We deliver face‑to‑face coaching at every stage of your life, building lasting bonds and partnering for lifelong financial security, especially supporting the military community.

Position Summary The Personal Banking Associate is a first‑line service position responsible for delivering personalized service to clients and advisors worldwide. The primary responsibility is to handle inbound calls, emails, and secure messages in a fast‑paced environment while delivering a world‑class experience. Real‑time decisions are based on 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 and 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 including online banking, mobile banking, and the automated voice system.

Proactively manage risk in every business, product, and service transaction leveraging available tools.

Education

High school diploma or equivalent required.

Bachelor’s degree preferred.

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 applying bank policy and regulations in all situations.

Effective communication.

Critical thinking.

Problem solving.

Emotional intelligence.

Intellectual curiosity.

Interpersonal skills.

3+ years of experience using Microsoft Office Suite, Word, Outlook and ability to learn other software specific to First Command Bank and Channel Management.

Passion for serving the military.

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