Client-Focused Personal Banker I

First Bank; Jacksonville (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Bank in Jacksonville, NC seeks a Personal Banker I to conduct thorough financial needs assessments, recommend suitable products, and build lasting customer relationships. You will generate leads and support service representatives, delivering a clear and simple customer experience both at the service window and through needs assessment.

This role requires 1–3 years of banking or customer-contact sales experience and involves handling accounts, deposits, cards, and related services with

Qualifications

• High school diploma or GED or equivalent experience.
• Experience in reception, secretarial duties, or customer contact roles is helpful.
• Some training in banking products and regulations is beneficial.

Responsibilities

• Coordinates Personal Banker and Service Representative functions to deliver customer service excellence.
• Provides transactional support to Tellers and ensures accuracy (75%).
• Opens personal and business accounts and prepares related documents (25%).
• Processes loan applications including DDA lines of credit and credit card applications.
• Assists customers with requests and resolves issues to their satisfaction.
• Processes branch reports and manages related compliance and security procedures.

Skills

Customer service

Sales & referrals

Account openings

Needs assessment

Customer relations

Communication

Education

High school diploma or GED

Banking or financial industry training

Tools

Banking software

Job description

First Bank in Jacksonville, NC seeks a Personal Banker I to conduct thorough financial needs assessments, recommend suitable products, and build lasting customer relationships. You will generate leads and support service representatives, delivering a clear and simple customer experience both at the service window and through needs assessment.

This role requires 1–3 years of banking or customer-contact sales experience and involves handling accounts, deposits, cards, and related services with