Customer Banking Advisor

First Bank SBA, Inc.; Archdale (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Bank SBA, Inc. in Archdale, NC is seeking a Personal Banker I to assess customer financial needs and recommend suitable banking products for their short- and long-term goals.

You will work at the service window and through needs assessment to drive sales and customer satisfaction. Under supervision, you will generate leads, build and maintain customer relationships, and ensure compliance while handling deposits, loans, and account openings.

Qualifications

• High school diploma or GED or equivalent.
• Experience in customer service or banking is beneficial.
• Knowledge of banking products and procedures.
• Strong verbal and written communication and interpersonal skills.

Responsibilities

• Coordinate Personal Banker and Service Representative duties for efficient service.
• Provide transactional support to Tellers and dual control tasks (as applicable).
• Open personal and business accounts and prepare related documentation.
• Input and process personal loan applications including lines of credit and credit cards.
• Assist customers with deposits, cards, safe deposit boxes, checks, and other banking needs.

Skills

Customer service

Excellent communication

Sales skills

Time management

Computer skills

Education

High school diploma or GED

Tools

Mainframe computer system

PC operation

Job description

First Bank SBA, Inc. in Archdale, NC is seeking a Personal Banker I to assess customer financial needs and recommend suitable banking products for their short- and long-term goals.

You will work at the service window and through needs assessment to drive sales and customer satisfaction. Under supervision, you will generate leads, build and maintain customer relationships, and ensure compliance while handling deposits, loans, and account openings.