Customer Banking & Solutions Advisor

First-Bank

Columbia (SC)

On-site

USD 35,000 - 52,000

Full time

4 days ago
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Job summary

First-Bank in Columbia, SC seeks a Personal Banker I to assess customers' financial needs, recommend suitable products, and build lasting relationships. The role involves service-window support and needs-based sales under supervision, with 1–3 years in banking or related customer-contact roles.

The position requires strong communication, accuracy in documentation, and adherence to regulatory guidelines. It is a full-time clerical role supporting multiple branch locations as needed.

Qualifications

  • High school diploma or GED; or the equivalent combination of education and experience.
  • Excellent organizational and time management skills – ability to work with minimal supervision.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.

Responsibilities

  • Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
  • Opens all types of personal and business accounts and prepare related documentation.
  • Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
  • Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction.

Skills

Interpersonal communication
Sales skills
Time management
Customer service

Education

High school diploma
GED

Job description

First-Bank in Columbia, SC seeks a Personal Banker I to assess customers' financial needs, recommend suitable products, and build lasting relationships. The role involves service-window support and needs-based sales under supervision, with 1–3 years in banking or related customer-contact roles.

The position requires strong communication, accuracy in documentation, and adherence to regulatory guidelines. It is a full-time clerical role supporting multiple branch locations as needed.

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